Virtual meetup: How to Win and Retain Clients by Automating Communication. Register now.

Is It Possible to Generate a List of Unrelated Matters in Clio?

Objective:

  • Create a manual listing of Matters

Environment:

  • Clio Manage

Additional Information:

Answer:

While there are many filtering options for Matters in Clio, there isn't currently a way to build a manual list of Matters outside of those filtering options.

 If you would like to request for this feature, please reach out to our support team by phone (1-888-858-2546 ext 2) or by the Live Chat option in Clio and let us know.

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