Matters
The following articles provide instructions for creating and managing your Matters in Clio.
Videos
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?