Matters - Clio Manage
The following sections and articles provide instructions for creating and managing your Matters in Clio.
Videos
Permissions
- Can I Prevent Other Users from Seeing Certain Activities?
- Can I Block a Specific User from Accessing a Specific Matter?
- Why Matters Cannot be Found When Using the Outlook Add-in?
- What Permissions Does A User Require in Order to Edit a Time/Expense Entry?
- Does Adding a User to a Group, Retroactively Reflect Previous Matters Assigned to That Group?
- Can I set Permissions for Matter Notes?
Practice Areas
- Can I Delete a Practice Area That is Only Linked to Matters That Are Closed?
- Can I Create Sub Categories for Practice Areas?
- Does Clio Have Estate Planning Software?
- Is it Possible to Sync Matter Type from Clio Grow with Practice Areas setup in Clio Manage?
- Who Can Add a New Practice Area?
- Can I Add a New Practice Area via Clio Connect?
Matter Numbering
- Why am I Receiving a "Minimum Matter Number Must be Positive" Error When Changing Matter Numbering Scheme?
- How Do I Set My Matter Numbering to Include Client Initials and the Number of Matters Opened?
- How Do I Capitalize Additional Fields Within The Matter Numbering Scheme?
- Is it Possible to Include a Contacts Prefix As Part of the Matter Numbering Scheme?
- Will I Delete a Matter Will the Matter Numbering Scheme be Updated?
- Can I Update Client Numbers?
Billing Preferences
- When Generating Bills from the New Bills Page, Why Can't I Notify Other Firm Members?
- Is It Possible To Disable UTBMS Codes for Certain Clients?
- Is it Possible to Customize the Bill Notification Email to Show Trust Funds Being Subtracted From the Balance Due Before the Trust Funds Have Been Applied?
- Can I Change My Flat Fee Matter to Hourly After A Bill Has been Generated?
- Is there an Autofill Field for Matter Outstanding Balance in Bill Message Templates?
- Is There a Billing Type for Half Contingency and Half Hourly?
Matters
- Issue: Custom Field “Column” Selections Do Not Show On The "Columns" Selector
- Can I Send Matter Status Updates to Clients?
- Matter Dashboard Financial Metrics are not Showing
- If I Edit a Matter, Choose a Closed Date, and Save the Matter, Does the Matter Status Automatically Get Updated to a Closed Status?
- Can the Matter Dashboard be Customized to Show Credit Notes/Write-offs?
- Can I Assign a Matter (Responsible Attorney) to an Inactive User?