In Clio Manage, each matter has a dashboard that provides an overview of matter information, such as financials, work in progress, basic matter details, custom fields, a timeline of matter-related events, contacts linked to the matter, and related contacts for the matter.
Tip: You can also add related or associated matters to a contact's dashboard in case you need to connect a matter to a contact that may not necessarily be a case for that contact. Learn more about associated matters here.
Access matter's dashboard
You can access a single matter's dashboard from a few places in Clio Manage.
- Go to Matters.
- Find your matter and click the matter’s name.
- Go to Contacts or search for the contact in the search bar.
- Find your contact and click the contact's name.
- In the Client's matters section of the contact's Dashboard, click the matter's name.
- Click the search bar in the Clio Manage header.
- Search for your matter and click the matter's name.
- Click Recents in the Clio Manage header.
- If you recently viewed the matter, click the matter's name under Matters.
Manage matter dashboard sections
This section shows key financial information, such as work in progress, outstanding bill balance, matter trust funds, matter budget, and time and expenses. In this section, you can create a quick bill, view bills for this matter, request matter trust funds, add time and expense entries, and manage payment methods.
- Manage payment methods: If your firm has Clio Payments enabled, you can add new payment methods for the matter, request payment methods from the client on the matter, and manage current payment methods. Learn more about requesting and storing payment methods here.
- Work in progress: The value in this section shows the combined total of all unbilled time entries for this matter, including any time entires on bills in draft and bills pending approval (unbilled). From this section, you can click Quick bills to generate a quick bill.
- Outstanding balance: The value in this section shows the total amount due on approved bills for this matter. Trust requests are not included in this total. Click View bills to view all outstanding bills for this matter.
- Matter trust funds: This section shows the total trust fund amount held at the matter-level for this matter, including the minimum trust fund balance. If the client has funds held at the client-level (in the same currency as the matter), this section will also display a link to View client level funds. If funds held at the client-level is in a currency that is different from the matter, this will not be displayed. Click New request to generate a new trust request or Edit to edit the minimum trust balance for the matter. Learn more about trust account management here and the minimum trust balance feature within the matter form here.
-
Budget: If a budget amount was set in the Billing Preferences of the matter, this section shows a progress bar with the value of current billed activities relative to the budget amount.
Note: The budget calculations exclude tax amounts.
- Time: This value shows the gross total for all time entries logged by your firm on this matter. Click Add time to add a new time entry. Learn more about time entries here.
- Expenses: This value shows the gross total for all expense entries logged by your firm on this matter. Click Add expense to add a new expense entry. Learn more about expenses here.
This section shows the status of documents that a firm user submitted electronically to your local courts using Clio's e-filing feature. You can manage draft filings in the matter's E-filing subtab and view completed submissions, including court-stamped documents in the Documents subtab. Learn more about e-filing here.
This section shows the contacts associated with the matter, their basic contact information, including phone number, email address, and address, and any applied contact tags.
- Export: Click Export to download a CSV file of the contacts on the matter that includes all basic contact information.
- Tags: You can change a contact's tags by editing the contact.
- Phone: If the contact has a phone number that you can text and if you have text messaging enabled for your account, click Text to start a text conversation with the contact. Learn more about text messaging in Clio Manage here.
- Email: Click the email address to begin composing an email to this contact. The email will be composed outside of Clio Manage.
- Address: Click the clipboard icon beside the address to copy the address.
This section shows contacts related to the matter but separate from the primary client contact. Related contacts can include parents, guardians, spouses, or caretakers. You can view the related contact's basic information, including phone number, email address, address, and any applied contact tags.
Tip: Another way to add a related contact is through the associated matter relationship. If you add an associated matter to a contact's dashboard, the contact for that associate matter will appear as a related contact.
- Sort: Sort the list of related contacts by Name in ascending (A-Z) or descending (Z-A) order. After applying a sort, select List order to return the list to the default order.
- Add/Edit: If you do not have any related contacts on the matter, click Add to add a related contact. If you already have a related contact on the matter, click Edit to modify the relationship, remove the related contact, or add more related contacts. Learn more about adding related contacts in the matter form here.
- Tags: You can change a related contact's tags by editing the contact.
- Phone: If the related contact has a phone number that you can text, and if you have text messaging enabled on your account, click Text to start a text conversation with the related contact. Learn more about text messaging in Clio Manage here.
- Email: Click the email address to begin composing an email to this related contact. The email will be composed outside of Clio Manage.
- Address: Click the clipboard icon next to the address to copy it.
This section shows a timeline of all activity on the matter, including anything that was created, edited, or deleted. Click Filters to sort the timeline by user, type of matter activity, and/or whether an activity item was deleted.
Users with Manage AI will have access to this section in a matter’s dashboard. Manage AI works in the background of each matter to make helpful suggestions about next steps to take for the matter, for example scheduling calendar events, creating notes, tasks, or expense entries, billing your client, drafting communications, and more. Learn more about Manage AI. If your firm also uses Clio Work, you may see suggestions about potential research questions to ask or matter documents to can analyze. Learn more about your AI research assistant, Vincent.
Users with Clio Work will have access to this section in a matter’s dashboard. From this section, you can navigate to the matter’s dedicated workspace in Clio Work where you can select workflows and ask questions relevant to only the matter. Learn more about Clio Work and Vincent.
Customize matter dashboard
In Clio Manage, Primary Subscribers and Administrators can customize matter dashboards in order to highlight the details most relevant to the firm.
Note: Customizations made to any matter of a particular practice area will apply to all matters with that practice area selected. Refer to matter details to understand where the practice area is selected for matters. The customization will also apply to all firm users.
- Go to a matter’s dashboard.
- Click Customize.
-
Check and uncheck the boxes to hide or unhide sections that you want to appear or not appear in the matter’s dashboard.
Note: The check boxes that appear are dependent on the matter’s practice area.
- Click and drag the sections to rearrange them.
-
- Once you have made your changes, click Save, then click Save for all to confirm the change.