Matters

Articles

• Can I Make Matter Default Fields Required?
• Client Contact Information is not Visible on the Matter Dashboard even if the Information is Present when Editing the Client
• How To Filter for Statute Of Limitations?
• Tracking Work in Progress
• Issue: Matter Dashboard Outstanding Balance not Calculating Tax Edits on Bill
• Can I Rearrange Matter Sub-tabs?
• Can I Stop the Contact from Opening in a New Tab when clicking from the Matter?
• Is There a Character Limit for the Matter Description?
• Can I Change the Sequence of Phone Numbers Listed for Contact on the Matter Dashboard?
• Issue: Matter Timeline Listing All Files Uploaded From Folder Instead Of Just The Folder
• Can I Hide/Remove Originating Attorney and Responsible Attorney Fields in a Matter?
• Is There a Fast Way to Mark Multiple Matters as Non-Billable?
• Can I Restrict User Access by Matter Status?
• Why are my Matter Notes not Saving my Updates?
• Issue: Some Starter Pricing Plan Users are No Longer Able to Create Contingency Fee Matters
• How to Remove the Co-Counsel Tag When the Matter has Already Been Unshared?
• How to View a List of Recently Opened New and Pending Matters?
• Can I see more Details about what Updates were made to Bills from the Matter Timeline?
• How Do I See Matters That Have No Responsible Attorney Assigned to Them?
• How do I Add a Client to an Existing Matter?
• How to Associate Matters in Clio
• How do I Handle Flat Fee Matter Billing When a Client Pays Upfront and Fees are Earned Throughout the Matter?
• Can I Italicize a Matter Name?
• Can I Customize the Matter Status Title?
• Is there a Limit to the Number of Matters I can have in Clio?
• Can I Edit Matter Practice Areas in Bulk?
• How to Export a List of a Client's Matters
• What Does The Associated Matters on The Contact Page Mean?
• When Exporting Matters, Under the Column User, Who is That?
• How Do I Add a Note to a Matter?