Once you create a matter in Clio Grow you can continue to add and track relevant information in your matter. You can find all your matters from the main Matters tab in Clio Grow or by searching for the matter via the search bar. If you use both Clio Manage and Clio Grow, you can convert matters from Clio Grow to Clio Manage which will ensure that matter information remains in sync across both Manage and Grow when you edit information in either. Learn more about how matter information is shared across Clio Manage and Grow.
Edit matters in Clio Grow
You can edit a matter in Clio Grow in a single matter's page or in the Pipeline.
- Go to Matters and click the matter name. You can also search for the matter in the search bar.
- Click Edit matter.
- Make your changes.
- Click Save.
- Go to the Pipeline.
- Click Quick view on a matter.
- Click Edit matter.
- Make your changes.
- Click Save.
Change matter statuses for matters in Clio Grow
Matters in Clio Grow are organized by matter status and can be found in either the Matters page or by viewing the Pipeline. You can change the matter status when viewing a single matter's dashboard, when viewing the main Matters overview page, or when viewing the Pipeline.
- Search for the matter in the search bar.
- Change the matter status in the field next to Status.
- Go to Matters.
- Under Status, select a new status.
- Go to the Pipeline.
- Click Quick view on a matter.
- Change the matter status in the field next to Status.