Matters

Articles

• Why is the Matter Select Custom Field not Pulling Up All My Matters?
• How to Change a Related Contact?
• Issue: Matter Timeline Shows "Iris::Folder" for Entries Referencing a Document shared with a client
• Where Can I View a Matter's Custom Fields?
• Matter Timeline & Firm Feed Showing Only One Edited Entry, Despite Multiple Entries Being Edited on a Bill
• How Do I Bulk Update Practice Area Names?
• Which Date Is Shown in the Matter Timeline When Adding a Backdated Entry or Payment?
• Can I Add a Matter Budget after the Matter Is Created?
• Can I Filter Matters By The Originating or Responsible Attorney If The User is Inactive?
• Why is my Imported Matter Rate Not as Specified?
• Is it Possible to Change the Default Page when Viewing Matters?
• Can You Change The Author Of A Matter Note?
• How are Matter Notes Ordered in Clio?
• Can I Add a Related Matter to a Matter?
• Can I Turn Off or Hide The Matter Timeline From Other Users?
• Can I Add a Note to Multiple Matters at Once in Clio Manage?
• Error: Unable to create matter : An invalid argument was supplied: user(s) with id (blank) not permitted to access this matter
• When Creating a Matter, Can I set the Matter status to pending as a Default?
• Can I Add a Future Credit Note to a Matter Without Any Outstanding Bills?
• Can I Make a Private Note?
• How Do I Update The Matter Name/Number After Changing the Client's Name or the Matter Description That is Part of the Matter Name?
• Where Can I Find NYSBA Intake Form on Clio Manage?
• Can You Add a Hyperlink to a Note in Clio ?
• Can I Apply a Budget to Multiple Matters for a Single Contact?
• Are There Custom Workflows and Templates for Criminal Law Cases Set Up in Clio?
• How do I see who Entered or Deleted Transactions From a Client or Matter?
• How Do I See a List of Matters Only Assigned to Me?
• Can I Assign Multiple Responsible Attorneys to a Matter?
• Can I Filter to a Blank Value for Originating Attorney in the Matters Tab
• Can I Prevent Users From Creating Matters for Certain Clients?