Objective:
- How do I remove a matter from my pipeline?
- I want to clean up my pipeline, or matter list
Environment:
- Clio Grow
Additional Information:
Answer:
While it's not currently possible to archive an existing matter, you could consider creating a Hired or Did Not Hire matter status called "Archived". Adjusting the status of a matter to, "Archived" would help keep your pipeline view organized.
If you would like to request this functionality please contact our support team either by phone (1-888-858-2546 ext 2) or by using the Live Chat option available in Clio to put in your feature request to our Development team.