The following articles provide instructions for creating and managing your Matters in Clio.
- How Do I Export Matters From Clio Manage?
- Adding a Budget to a Matter
- Anatomy of a Matter
- Working with the Matter Budget Dashboard
- Editing and Deleting Matters
- Matter Status
- Statute of Limitations Field
- Adding Related Contacts to a Matter
- Matter Permissions and Groups
- Reporting on Matters
- New Clio Experience: Working with Matters
- Searching, Sorting, and Filtering your Matters
- Removing Duplicate Matters and Contacts
- Video: Matters Overview