Matters
The following articles provide instructions for creating and managing your Matters in Clio.
Videos
Articles
- Why Are Duplicates of Newly Created Content Being Created in Clio Manage?
- How to Change a Related Contact?
- Issue: Matter Timeline Shows "Iris::Folder" for Entries Referencing a Document shared with a client
- Where Can I View a Matter's Custom Fields?
- Matter Timeline & Firm Feed Showing Only One Edited Entry, Despite Multiple Entries Being Edited on a Bill
- Can I Add a Related Matter to a Matter?
- 2 Matters created using the same Matter Number
- Can I Apply a Budget to Multiple Matters for a Single Contact?
- Can I Assign Multiple Responsible Attorneys to a Matter?
- How Do I Remove the Co-Counsel Tag From a Contact?
- How Do I Get a List of All Flat Fee Billed Matters
- How Do I Edit the Client Reference Number that Appears on Bills?
- Can Clio Automatically Send Bill Notifications/Reminders to Clients
- Tracking Work in Progress
- Issue: Some Starter Pricing Plan Users are No Longer Able to Create Contingency Fee Matters
- How to Remove the Co-Counsel Tag When the Matter has Already Been Unshared?
- Can I Change the Colour of a Matter?
- Can I See How Many Matters I Have?
- Can I View All Notes in Clio at Once?
- How Can I Designate Pro Bono Cases in Clio?
- How to Create Multiple Matters for a Single Client
- Can I Create a Sub-Matter?
- Video: How to Edit, Close, or Delete a Matter
- Video: How to Create a Matter
- How to Track Administrative Time
- Creating a New Matter
- Is There a Way to Merge Matters?
- Can I Assign Two Clients to a Matter?
- How to Close Multiple Matters?
- How to Edit a Matter's Client