- What are matter statuses
- What does matter statuses do?
- Define matter status
- How do I use matter statuses
- Clio Dictionary
- Clio Grow
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".