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Cannot Find Matter in Clio

Issue:

  • Why can't a single user in the firm can locate a certain Matter?
  • I cannot find a Matter
  • Why can't I find a certain Matter
  • Why is this Matter is missing

Environment:

  • Clio Manage

Causes:

  1. Matter status is closed
  2. Matter permission assigned to 'Me'
  3. Matter is in a different Clio account

Resolution 1:

  1. Type the matter name in the Search bar (top left)
  2. Press Enter 
  3. Under Search results click Matters
  4. Click the matter name
  5. Under Details section of the matter Dashboard check the Status
  6. If needed, change the status from Closed to Pending/Open

Resolution 2:

Only Administrators on this account can take these steps.

  1. Select Settings
  2. Select Groups, Permissions, and Job Titles
  3. Locate the Group that has no users assigned to it
  4. Click Edit under the Group name
  5. Under Users, add the yourself to the Group
  6. Click Update Group
  7. Navigate to the missing Matter and open it
  8. Click Edit matter
  9. Change the Permissions to Everyone
  10. Click Save Matter

Resolution 3:

  1. Log out of your Clio account
  2. Login under your second Clio account

 

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