Matters - Clio Manage
The following sections and articles provide instructions for creating and managing your Matters in Clio.
Videos
Permissions
- 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?
- 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?
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 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?
- Activity Imports are not Linked to the Matter Even After Matching the Matter Name
Billing Preferences
- 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?
- 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?
Matters
- Can I Change The Default Fields Within A Matter?
- Can I Flag A Matter?
- Can I Assign a Primary Email Address at the Matter Level?
- How to Transfer Funds from Matter Operating to Matter Trust Account
- Why Are My Tables (Matter, Contact, Documents) Appearing Blank?
- How Do I Create a New Matter for an Existing Contact?