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Can an Administrator see all Matters?

Objective:

  • To determine if there is a way that an Administrator can find Matters set to "me" on a deactivated user or other users in the firm
  • How to see a list of Matters with the "me" permission

Environment:

  • Clio Manage

Additional Information:

  • Administrators will have access to all Matters with an "everyone" Permission Setting and for Matters assigned to Groups that they are a part of. 
  • Matter Permissions and Groups

Answer:

No, not at this time. If you would like to add your vote to this Feature Request, please contact us either through email, the in-app chat, or via our Clio Support Center at +1-888-858-2546 ext 2. 

Only the user who set the permission to "me" can view, search or edit the Matter.

 

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