In Clio Manage, the matter status records where a case sits between intake and resolution. Changing the status moves the matter under a different quick filter on the Matters page, and it controls whether the matter appears on the stages board. Update one matter at a time from the matter form or the matter dashboard, or update many at once from the Matters page.
Clio Manage uses the following statuses:
- Open
An active case that your firm is currently working on.
- Pending
A case your firm is still considering, or a case you are preparing to close.
- Closed
A fully resolved case.
View matters by status
While viewing your Matters page, every matter your permissions allow is listed, grouped by status.
- Go to Matters.
- Select the All, Open, Pending, or Closed quick filter.
You can adjust columns or apply filters to modify the Matters page view export the results.
Change matter statuses
All three paths set the same field. Use the bulk path from the Matters page to move several matters at once, for example when closing a group of resolved cases.
From the matter form
- Edit the matter to open the matter form.
- Go to the Matter details section.
- Under Matter status, change the status.
- Click Save matter.
From the matter dashboard
- Go to Matters and select a matter name to open the matter dashboard. You can also search for the matter in the search bar and select it.
- On the matter dashboard, scroll down to the Details section.
- Click the Status dropdown and select the new status.
Tip: The Details section also records an Open date, Pending date, and Closed date, so the status history of a matter stays visible alongside the current status.
In bulk from the Matters page
- Go to Matters.
- Use the checkboxes to select the matters you want to change.
- Click Edit at the top of the table and select Update matter status.
- Select a Matter status.
- Click Save.
Note: Closing a matter through any of these paths removes it from the matter stages board, which carries open and pending matters only. A closed matter retains its practice area and stage, so reopening it returns it to the same board position.
Up next
Close and Reopen Matters. Close a single matter or a group of matters, understand what closing changes about a matter, and reopen a matter when a case resumes.