Matters

Articles

• Can I Share My Filter Settings with Other Users in My Firm All Within Clio?
• Can I Filter Matters with the Permission Set to Everyone?
• Do Matter Dashboard Balances Round Up or Down?
• Why Can't I Select a Closed Matter When Creating a New Event in the General Calendar Tab on the Left, but Can Add an Event in the Calendar Tab of a Closed Matter?
• Can I Completely Remove the Timeline from a Matter?
• 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?
• Why Does This Matter Not Have a Blue Bar Tracking the Time on it?
• Is It Possible to View a Matter's Calendar Events and Tasks from Its Dashboard Page Instead of from Its Calendar and Tasks Sub-tab?
• Is It Possible to Generate a List of Unrelated Matters in Clio?
• Can I Apply a Colour to Contact or Matter Notes?
• How Many Custom Fields Display in the Matters Dashboard?
• Is it Possible to Create a Matter While Filing an Email with Outlook/Gmail Add-in?
• Can you Create a Matter without a Description
• Can a User with the Same Credentials for Clio Connect Choose Which Account the Login Defaults To?
• Can I Bulk Reassign Matters to Another Attorney By Practice Area?
• Can I Hide Invoices of Other Matters Under Detailed Statement?
• How to Unsubscribe a User from Matter Notifications
• 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?
• Can I Sort Matters by Work In Progress?
• Why Did My Flat Fee Matter Convert into an Hourly Matter?