Matters
The following articles provide instructions for creating and managing your Matters in Clio.
Videos
Articles
- Issue: New Transactions button shows all Matters in Matter dropdown
- If I Share A Item With A Client, Will The Related Contact Also See That Shared Item?
- Where is the Total Amount Billed Displayed on a Matter
- Can I Sort Matters by the Number of Incomplete Tasks?
- Can I Change What Fields are Required when Creating Matters
- Can I Download Only One Matter?
- How do I Change the Rate of a Flat Fee Matter
- How Do I View The Transaction History On A Matter?
- How Do I Sort Notes by Date?
- Can I Assign More Than one Originating Attorney on a Matter?
- What Happens If I Delete a Contingency Time Entry From a Matter?
- Why Am I Seeing the Contact's Email When Creating a Matter?
- Can I Set a Contact As the Responsible Attorney on a Matter?
- Do Hyperlinks Work In Matter Notes
- Can I Create a Picklist for the Related Contact "Relationship" Field?
- Can I Create Custom Matter Sub-Tabs?
- What is Pending Date used for?
- How Do I Change the Relationship/Title of a Related Contact within a Matter?
- How Can I Have My Firm Members View the Matter Dashboard Financials?
- Can I Display $0 Time Entries on a Flat Rate Matter Bill?
- Can I Bulk Share Matters?
- Can I Filter Matters by Permissions?
- Issue: "Invalid date" or Day and Month Reversing for Notes when Date Format DD-MM-YYYY
- Does the Matter Budget Calculation Include Tax?
- How do I see if a Custom Rate is Applied to a Matter?
- Can I Close a Matter whilst Recording a Payment in New Clio?
- What Do the Time and Expense Totals Refer to on the Matter Dashboard?
- How do I Print a Matter Note?
- Why Does the Notes Tab Look Different?
- How Does "With Time" and "Without Time" in the Section of Notes Work?