Matters

Articles

• How to Close a Matter in Clio Manage?
• Does Clio Have a Matter Statuses Dashboard?
• Can I Add More than 5 Custom Fields Columns to the Matters Page?
• What Is a Matter Number?
• Can I Export Matters Within a Specific Range of Statute of Limitations?
• How Can I Make Clio Forget All Page Columns and Columns Widths in Chrome?
• Can I Assign the Firm as a Fee Recipient to a Matter?
• How to View Matters Related to a Specific User Group
• Can I Change the Statute of Limitation Default Reminder Days?
• Why is the Bill Recipient Checkbox Greyed Out?
• What Do the Matter Timeline Icons Stand For?
• Is There A Way To Bulk Add Client Reference Numbers?
• Is it Possible to Set Favorites for Matters and Documents?
• Can I Close A Matter If No Client Is Associated To It?
• How to Create a Matter Note
• Error: Unable to Edit Matter; Must Have a Valid Email to Be a Bill Recipient. Enter a valid email for this recipient.
• How to Create a Contact and a Matter in Clio Manage
• Can Clio Auto-Generate a Letter (for Print) when Matter is Created?
• What Is the Client Reference Number Field Used For?
• How to Filter Matters by Open/Closed/Pending Status Date Range
• Why are the Client/Matter Notes Showing in a Vertical Line and are Unreadable?
• 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 Add A Column For Matter Description Under Matter Billing ?