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What is a Matter Status?

Objective:

  • What are matter statuses
  • What does matter statuses do?
  • Define matter status
  • How do I use matter statuses
  • Clio Dictionary

Environment:

  • Clio Grow

Additional Information:

How Do I Change The Order Of Matter Statuses As Shown On The Pipeline?

How Do I Delete Matter Statuses in The Pipeline?

How to Add Matter Statuses in Clio Grow

How to Change a Matter Status in Clio Grow

Can Two Matter Statuses Be Assigned For a Single Matter?

Answer:

The Matter Status reflects the different [customizable] stages where are lead may be in your Pipeline. 

For example, you can create specific matter statuses (stage) titled "Intake Form Sent", "Intake Form Received", "Consultation Scheduled", and "Documents Signed". You can also create matter statuses that reflect a less specific workflow: "Intake Forms And Documents Completed" and "Pending Engagement".

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