Matters

Articles

• 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?
• How Do I View All Matter Statuses as of a Specific Date in Clio Manage?
• Issue: Outstanding Balance On Matter Dashboard May Not Contain Balance Of Bill After Aggregate Line Item Is Edited
• Can I Create a Note Without Associating it to a Matter?
• Can you use Special Language Characters Within a Matter?
• Can I Duplicate Matters in Bulk?
• Can I See More Details About What Updates Were Made to a Matter From the Matter Timeline?
• Can I Re-assign Matters to a User in Bulk?
• Why Am I Receiving "Unable to Load This Matter. Bad Request" When Editing a Matter?
• Does the Matter Time-Line/Firm Feed show Voided Bills?
• How Do I Remove the Co-Counsel Tag From a Contact?
• How Do I Remove the Matter Description Without Editing the Matter Numbering Scheme?
• Can I Add Hyperlinks Into Matter Names?
• Can I Filter my Matter or Client Notes by a Date Range in Clio Manage?
• Can I Add More Options to my Matter's Billing Preferences?
• How Do I Filter Matters by the Date They Were Created/Opened/Closed?
• Can I Make the Location Field Required?
• How Do I Get a List of All Flat Fee Billed Matters
• Can I See a List of Matters That Have Not Been Active in a Long Time?
• Why Don't I Have the Matter Budgets Feature?
• How Do I Add a Client Reference Number?
• Can I have Two Originating Attorneys?