Matters
The following articles provide instructions for creating and managing your Matters in Clio.
Videos
Articles
- Can I Assign A Client to Multiple Matters?
- Can I Limit Which Users can Change Matter Statuses?
- Is it There an Option to Stop Remaining Incomplete and Upcoming Tasks Along With Reminders When Closing A Matter?
- Can I Add the Client Reference Number as a Column to the Matters Page?
- Can I Add an Additional Custom Matter Status?
- Can I Set a Default Trust Balance Threshold/Notification for All New Matters?
- Can I Hide the Financial Dashboard for All Matters?
- Can I Create a Flat Fee Budget Limit Within Clio?
- How can I see who Deleted a Document Folder in a Matter?
- Is It Possible to Change the Client Attached to a Matter That Has Been Put on a Multi-matter Bill?
- How Can I See my Most Recently Opened Matters?
- Bill Recipients for Multi-Matter Bills
- Is there a Way To Give a Client Access To Activities Through Clio Connect?
- Is It Possible to Add Multiple Emails to Separate Matters That Are Assigned to One Client?
- How Can I Sort Matters by Statute of Limitations Date?
- Can I Archive a Matter in Clio Manage?
- Can I Edit the Matter a Note is Filed to?
- Issue: Unable to Save Matter: "One or more selected firm users do not have billing permissions or permission to view this matter"?
- How do I Correct the Name of the Contact on a Matter
- "Error: Unable to Update Client: This Matter Is on One or More Multi-matter Bills. To Update the Client, Please Void the Associated Bill(S) First" When Trying to Update the Client on a Matter
- Is There A Character Limit To The Matter Note Subject Field
- Can I Add Billable Time To A Matter That is Not Billable, And Make The Matter Non-Billable Again?
- Is There a Report That Shows the Open Date and Close Date of Matters to Report on the Life of Matters?
- Does Non-Billable Time Count Towards The Matter Budget?
- How to Manage Class Action Lawsuits in Clio Manage
- How Do I Add/Remove Columns on the Matters Page?
- Can Notes Notifications Be Imported When Bulk Importing Contact/Matter Notes Into Clio?
- How do I Limit Document Upload Notifications via Clio for Clients to a Specific Attorney/Assistant?
- How Do I Add an Originating Attorney to a Matter?
- Why am I Receiving Statute of Limitations Notifications on Closed Matters?