Matter's Dashboard

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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.

Matters tab Contact's dashboard Search bar Recents
  1. Go to Matters.
  2. Find your matter and click the matter’s name.

 

Manage matter dashboard sections

Financial

Financial

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 box shows the combined total of all unbilled time entries for this matter, including any time entires on bills in draft and bills pending approval. Click View bills to generate a quick bill. Learn more about generating quick bills here.
  • Outstanding balance: The value in this box shows the total amount overdue on approved bills for this matter that have not been paid. Trust requests are not included in this total. Click View bills to view all outstanding bills for this matter. 
  • Matter trust funds: This box shows the total trust fund amount held at the matter-level for this matter, including the minimum trust fund balance. 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: This section shows the value of current billable activities related to the matter budget. You can specify the matter budget when creating or editing the matter. Learn more about the matter budget feature here.
  • 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.

Details

Details

This section shows matter details that you entered when you first created the matter. You can change the information in these fields by editing the matter. You can also mark a matter as open, pending, or closed from here. Learn more about editing matters here and changing a matter's status here.

E-filing

E-filing

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.

Custom fields

Custom fields

This section shows the custom fields that you added to the matter when you first created the matter. You can change these custom fields by editing the matter. Learn more about editing matters here and more about custom fields here

Contacts

Contacts

This section shows the contacts associated with the matter, their basic contact information, including phone number, email address, and address.

  • Export: Click Export to download a CSV file of the contacts on the matter that includes all basic contact information. 
  • 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. 

Related contacts

Related contacts

This section shows related contacts for the matter. Related contacts are contacts separate from the main contact on the matter. Related contacts can be parents or guardians, siblings, spouses, children, caretakers, etc. You can view the related contact's basic contact information, including phone number, email address, and address. 

  • 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 to add more related contacts. Learn more about adding related contacts in the matter form here. Another way of adding a related contact is through the associated matter relationship. If you add an associated matter to a contact's dashboard, the contact for the associate matter will appear as a related contact. 
  • Phone: If the related 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 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 beside the address to copy the address. 

Timeline

Timeline

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. 

 

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