Matters
The following articles provide instructions for creating and managing your Matters in Clio.
Videos
Articles
- 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
- Cannot Find Matter in Clio
- Why is My Matter Dashboard Outstanding Balance Showing Negative Balance?
- Can you Freeze a Matter in Clio?
- What Does the Blue Line on a Matter's Dashboard Mean?
- How to Export Matters for Deactivated User?
- Who is Assigned the Author of a Note When Exporting from Grow to Manage?
- Is it Possible to Apply a Discount to a Matter?
- Is there a way to copy all Matter URL links?
- What's The Difference Between Firm Feed and Matter Timeline?
- Is There a way to Send an Email Automatically once Matter is Closed?
- Can I Create A Non-Matter Related Note In Clio?
- Can You Restrict Client Information Shared in Clio Connect?
- Can You Show a Clients Prefix on The Matter Dashboard?
- Can You Display an Outstanding Balance on a Contingent Matter Dashboard?
- Does Client Reference Numbers in Manage Export to Grow?
- Is it Possible to Include the Clients Date of Birth Details Under the Contact Card in a Matter?
- If I Change the Client on a Matter, Will the Client's Name on All Existing Bills be Changed as Well?
- Can an Admin Add Columns to Firm Users Matters Page?
- Can I Run a Report That Shows Open and Close Dates of Matters?
- Can I Set a Matter Level Address?