Matters

Articles

• Can I Delete Notes Within a Matter in Bulk?
• Why Do I Have the Blue Time Progress Bar on Some Matter Dashboards and Not on Others?
• Does Clio Have a Clause Library?
• Is there a Limit in the Number of Groups Appearing in the Permissions Dropdown Under Filters When Accessing Matters Through the Main Dashboard?
• Issue: Unable To Save Matter After Removing Matter Budget
• Can I change the Matter Dashboard WIP from Amount to Hours?
• Cannot Apply 200+ Custom Field as a Column on the Matters Main Page
• Is There a Column That Can Be Added to the Matters Page to See the Most Recent Activity Done?
• Can I Upload Pictures to Notes Within a Matter?
• Why Don't I Have the Share Button on My Matters?
• Error: Unable To View The Matter. You Either Don't Have Access To This Matter or it Doesn't Exist
• Can I Have Multiple Primary Contacts on a Single Matter?
• Multiple Emails Sent When Sending Multi-Matter Bills With Multiple Bill Recipients
• Is There a Report Which Shows the Open Date of a Matter?
• Can I Add a Time Stamp to a Document I upload
• Why Will a Matter Not Allow Me to Save It Without a Client Email Address?
• Will Non-Billable Time Show on a Matter's Dashboard?
• Issue: Custom Field “Column” Selections Do Not Show On The "Columns" Selector
• Can I Send Matter Status Updates to Clients?
• If I Edit a Matter, Choose a Closed Date, and Save the Matter, Does the Matter Status Automatically Get Updated to a Closed Status?
• Can the Matter Dashboard be Customized to Show Credit Notes/Write-offs?
• Can I Assign a Matter (Responsible Attorney) to an Inactive User?
• Can I Filter Matters by Description?
• Can I Edit Matter Status Names?
• Do I Have To Create a New Matter for Each New Case I Have?
• 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?