Matters

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?