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How do I see who Entered or Deleted Transactions From a Client or Matter?

Objective:

  • How do I see who Entered or Deleted Transactions From a Client or Matter?

Environment:

  • Clio Manage

Additional Information:

n/a

Procedure:

Clio currently does not include transactions in the Matter timeline and is also not tracked from in the firm feed or any creations, edits, or deletions. If you wish to request for this feature, please let our Support Team know. The Support Team can be reached at 1-888-858-2546 ext 2 or by the live Chat option in Clio.

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