Matters
The following articles provide instructions for creating and managing your Matters in Clio.
Videos
Articles
- Will Deleting a Matter or Contact remove Associated Trust Funds?
- Why Do I See Two Matter Descriptions Listed on the Matters Page?
- Does the Matter Dashboard Show Contingency Billing Details?
- Why Doesn't My Matter Close When I Put a Closing Date?
- How to Generate a Report of Matters with Mailing Addresses
- Can I Make a Template for Creating New Matters?
- Contingency Matter Dashboard Billable Time Not the Same as Award Earned
- How to Assign a Tax Profile to Matters Using Custom Fields
- Can I See How Many Matters I Have?
- Can I Filter Matters By Hourly Rate
- How do I Close Matters Opened Prior to a Specified Date?
- What is the Maximum Number of Related Contacts a Matter Can Have?
- I Can't Close a Matter
- Can the Statute of Limitations Date for a Matter be Automatically Generated and Filled?
- How Do I Export Matters For a Single Responsible Attorney?
- What Happens When I Delete a Matter?
- How Do I Generate a Report of Matters Closed in A Given Month?
- What Is an Evergreen Retainer?
- Can I View All Notes in Clio at Once?
- Can I Add a Non-Attorney User as the Responsible Attorney to a Matter?
- When Sharing a Matter with Someone, Do all Contacts on the Matter Get Notified if I Check the Box "Notify contacts via email"?
- Can I Filter Matter Notes by User?
- Can I Drag and Drop Information From One Matter to Another Matter
- Can I Search for Matters in a 'Matter' Field by Searching the Client's Name?
- Can I Rearrange the Sections on the Matter Dashboard?
- Can I Automatically Create Sub Folder when I Create a Matter?
- How Do I Locate the Timeline of a Matter?
- How Do I Use the Filter on the Matter Timeline?
- Is There a Way to Notify Another Person Automatically in Our Firm When I Make a Note in a Client Matter?
- How do I Print Matter or Contact Notes Individually?