Matters - Clio Manage
The following sections and articles provide instructions for creating and managing your Matters in Clio.
Videos
Permissions
- 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?
- Can an Administrator see all Matters?
- Why Are There Matters Included on the Matters Report That I Can't See on the Main Matters Page?
- Can I Edit Group Permissions for a User Who is not Activated Yet?
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
- Can I Update Client Numbers?
- Activity Imports are not Linked to the Matter Even After Matching the Matter Name
- How are Client Matter Numbers assigned for Existing Matters if I Update Existing Matters to Start at a New Number?
- How Do I Change the Name of the Matter Folder in OneDrive to Show Matter Description?
- Can I Have a Combination of Manual and Preset Matter Numbering Values?
- Why do my Matter Numbers not Include the Matter Description?
Billing Preferences
- Is there an Autofill Field for Matter Outstanding Balance in Bill Message Templates?
- Is There a Billing Type for Half Contingency and Half Hourly?
- Can I Remove a Client's Company Information from a Bill?
- Can I Have the Payment Description Appear Next to the Payment Note on a Client’s Invoice?
- Is it possible to Have Practices Areas Associate With Custom Billing Rates?
- Can Bills be Downloaded into a .XLS Format?
Matters
- What Shows up on the Matter Timeline When I Update a Related Contact?
- Why Are the Matter Columns Selected Not Updating?
- Can I Generate A QR code that Links directly to a Matter?
- What Is the Difference Between the Matter Number and Reference Number?
- Can I Add Default Activities When Creating a Matter?
- Does Clio Manage Have A Matter Pipeline Similar to Clio Grow?