Change Matter Statuses

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 three statuses: open, pending, and closed. Pending covers both a prospective case your firm is still considering and a case you are preparing to close. These three statuses are fixed, so adding, editing, and deleting statuses happens in Clio Grow rather than Clio Manage.

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

1. Edit the matter to open the matter form.
2. Go to the Matter details section.
3. Under Matter status, change the status.
4. Click Save matter.

From the matter dashboard

1. 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.
2. On the matter dashboard, scroll down to the Details section.
3. Click the Status dropdown and select the new status.

In bulk from the Matters page

1. Go to Matters.
2. Use the checkboxes to select the matters you want to change.
3. Click Edit at the top of the table and select Update matter status.
4. Select a Matter status.
5. Click Save.

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.