Edit and Duplicate Matters in Clio Manage

Once you create a matter in Clio Manage 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 Manage or by searching for the matter via the global search bar. If you use both Clio Manage and Clio Grow, matters remain in sync with important fields updating 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 Manage

Matters are organized by matter status in the main Matters page. Matters are either open, pending, or closed. From within these categories, you can edit matters.

Edit a single matter

1. Go to Matters.
2. Select a matter name to open the matter dashboard, then click Edit matter to open the matter form for editing. You can also reach this form by clicking Actions for the matter and then selecting Edit.
3. Make your changes. Refer to Understand and complete matter form sections in Clio Manage for a complete description of the matter details you can enter for a matter.
4. Click Save matter.

Edit matter properties in bulk

Certain properties on matters can be edited in bulk including, the matter status, matter permissions, responsible lawyer, responsible staff, which users should be blocked or unblocked from the matter.

1. Go to Matters.
2. Use the checkboxes to select the matters for which you want to change one of the properties listed above.
3. Click Edit at the top of the table and select the relevant option from the list.
4. In the modal, make the relevant updates
5. Click Save or Update to save the changes.

Change matter statuses for matters in Clio Manage

A matter can be open, pending, or closed. You can change the matter status when editing the matter in the matter form or when viewing the matter’s dashboard.

Update matter names and numbers in Clio Manage

If you edit an existing matter and change any information that would normally appear in the matter numbering scheme, you can check a box to ensure the changes are reflected in the matter number. For example, if you change the matter’s open date, and the month and year fields appear in your matter numbering scheme, you can have this change reflected in the matter numbering scheme after saving your edits.

1. Go to the matter.
2. Click Edit matter.
3. Make your changes.
4. Check the box for Update matter name/number when saving changes.
5. Click Save matter.

Duplicate matters in Clio Manage

You can duplicate a matter from the main Matters tab or from within a matter’s dashboard.