In Clio, a matter is a legal case. All your case work in Clio will be tied to a matter file to help you keep track of important case information in one place. You can view case-specific information for a matter by viewing that matter’s page, but you can also view all matters and data in the main Matters page in both Clio Grow and Clio Manage.
View all matters in overview page
In Clio Manage, matters can be in any one of three states—open, pending, and closed. Open matters are active cases. Pending matters can be cases that you will close soon or cases that you are considering taking on. Closed matters are cases that have been completed. You can view matters by status once they have been created or imported in the main Matters page:
- Go to Matters.
- Select one of the All, Open, Pending, or Closed quick filters to view matters by status.
- Optional: Click Columns to view specific columns. You can also drag and rearrange columns and click each column to sort ascending or descending parameters.
- Optional: Click Filters to sort by filters. Learn more about filters and exporting here.
- Optional: Scroll to the bottom of the page and click Expand rows to view full matter descriptions.
View individual matter cards
When you go into a single matter’s overview page, you can view all matter-specific data and information in one place. To access a single matter’s overview page:
- Go to Matters.
- Find your matter and click the matter’s name.
- Dashboard:
- The matter’s dashboard provides an overview of matter details such as financials, work in progress, custom fields, timeline of events, and contacts and related contacts. Learn more here.
- Activities
- This subtab shows time and expenses entered on the matter. Learn more about Activities here.
- Calendar
- This subtab shows calendar events for this matter. Learn more about the Calendar here.
- Communications
- This subtab shows communications for this matter, including phone logs, email logs, text messages, internal firm messages, and messages shared with clients through the client portal. Learn more about Communications here.
- Notes
- This subtab shows notes for this matter. Learn more about adding, editing, and deleting notes in the section below: Matter notes.
- Documents
- This subtab shows documents for this matter, including document integrations with third-party drives such as Google Drive. Learn more about Documents here.
- Tasks
- This subtab shows tasks for this matter. Learn more about Tasks here.
- Bills
- This subtab shows bills for this matter. Learn more about Billing here.
- Transactions
- This subtab shows transactions for this matter, including payments, funds that were transferred, and trust request transactions. Learn more about Payments and trust fund requests.
Manage matter notes
In Clio Manage you can add, edit, and delete notes. You can also add time to notes and export and print notes.
- Go to Matters and click a matter’s name. You can also search for the matter in the search bar.
- Click Notes.
- Click New note.
- Enter the note details and click Save note.
- Go to Matters and click a matter’s name. You can also search for the matter in the search bar.
- Click Notes.
- Find the note and click Edit.
- Make your changes and click Save note.
- Go to Matters and click a matter’s name. You can also search for the matter in the search bar.
- Click Notes.
- Click the down arrow next to Edit and select Delete.
- When the warning prompt appears, select Delete note.
- Go to Matters and click a matter’s name. You can also search for the matter in the search bar.
- Click Notes.
- Scroll to the bottom of the page and click Export.
- Select the output format and click Export.
- Go to Matters and click a matter’s name. You can also search for the matter in the search bar.
- Click Notes.
- Click the down arrow next to Edit and select Print.