Matters - Clio Manage
The following sections and articles provide instructions for creating and managing your Matters in Clio.
Videos
Permissions
- Can I Prevent Users from Applying Trust Towards Certain Clients' Bills?
- Can you View Bills on a Matter you do not have Permissions for?
- What permissions does a user need to export data from Clio Manage?
- Can I Prevent Other Users from Seeing Certain Activities?
- Can I Block a Specific User from Accessing a Specific Matter?
- Why can't I see any Matters?
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
- How Do I Reset a Client's ID Number in a Matter Number?
- Same Matter Number Keeps Being Generated for New Matters
- Can I Download an Export That Lists Client Numbers for My Contacts?
- 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?
Billing Preferences
- Can I Bulk Edit User Rates?
- Why am I not receiving Matter budget notification emails?
- Automatically Apply VAT upon Creating a Matter?
- Why Can't I See the Trust Balance Notifications on the Matter?
- How to Notify other Firm Members when Generating Bills from the Billing Tab
- Is It Possible To Disable UTBMS Codes for Certain Clients?
Matters
- Why Am I Getting a “Error: Unable To Edit Matter: Pending Date Can’t Be Blank” When I Save the Matter?
- Can I Restore a Previous Version of a Note After It Is Edited?
- Issue: Default Custom Fields Are Not Appearing When Creating a New Matter
- "Error: Unable to edit matter (blank): An invalid argument was supplied: user(s) with id (blank) are already subscribed to this matter.
- How to Export Matters by Permission Groups
- Is It Possible to Have Matter Status as a Column in Activities Tab Page?