Matters

Articles

• 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 ?
• How can I see who Deleted a Document Folder in a Matter?
• Is It Possible to Change the Client Attached to a Matter That Has Been Put on a Multi-matter Bill?
• How Can I See my Most Recently Opened Matters?
• Bill Recipients for Multi-Matter Bills
• Is there a Way To Give a Client Access To Activities Through Clio Connect?
• Is It Possible to Add Multiple Emails to Separate Matters That Are Assigned to One Client?
• How Can I Sort Matters by Statute of Limitations Date?
• Can I Archive a Matter in Clio Manage?
• Can I Edit the Matter a Note is Filed to?
• How Do I Document a Payment to a Co-Counsel for Contingency Fee Matters?
• Issue: Unable to Save Matter: "One or more selected firm users do not have billing permissions or permission to view this matter"?
• How do I Correct the Name of the Contact on a Matter
• "Error: Unable to Update Client: This Matter Is on One or More Multi-matter Bills. To Update the Client, Please Void the Associated Bill(S) First" When Trying to Update the Client on a Matter
• Is There A Character Limit To The Matter Note Subject Field
• Can I Add Billable Time To A Matter That is Not Billable, And Make The Matter Non-Billable Again?
• Is There a Report That Shows the Open Date and Close Date of Matters to Report on the Life of Matters?
• Does Non-Billable Time Count Towards The Matter Budget?
• How to Manage Class Action Lawsuits in Clio Manage
• How Do I Add/Remove Columns on the Matters Page?
• Can Notes Notifications Be Imported When Bulk Importing Contact/Matter Notes Into Clio?
• How do I Limit Document Upload Notifications via Clio for Clients to a Specific Attorney/Assistant?
• How Do I Add an Originating Attorney to a Matter?
• Why am I Receiving Statute of Limitations Notifications on Closed Matters?
• How To Print NYBSA Intake Form