Collect eCheck and card payments directly through Clio. Find out how.

How Do I Assign a Default Matter Type in Clio Grow?

Objective:

  • How do I assign a default matter type in Clio Grow?
  • Can I assign a default matter type in Clio Grow?
  • Where do I set a default matter type?

Environment:

  • Clio Grow

Additional Information:

  • If you would like to add your vote to this Feature Request, please contact us either through support@clio.com , the in-app chat, or via our Clio Support Center at +1-888-858-2546 ext 2.

Answer:

There isn't a way to assign a default Matter type when creating a new Matter within Clio Grow, at this point in time. This is currently a Feature Request.

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality