In Clio, the matter status categorizes the state of a matter from start to finish. In Clio Manage, matters can be open, pending, or closed. In Clio Grow, you can create multiple matter statuses that fall under the intake, hired, and did not hire categories.
Change matter statuses for matters in Clio Manage
In Clio Manage, matters can be open, pending, or closed and are organized by these categories in the main Matters tab. Pending matters can be for prospective matters where you are considering a case, or in situations where you are preparing to close a matter. You can change the matter status when editing the matter form or directly from the matter’s dashboard. You can also edit matter statuses in bulk from the main Matter page.
When you edit a matter and you are in the editable matter form:
- Go to the Matter details section.
- Under Matter status, change the status.
- Click Save matter.
- Go to Matters and select a matter’s name to open the matter dashboard. You can also search for the matter in the search bar and select it.
- In the matter’s dashboard, scroll down to the Details section.
- Click the box next to Status and change the matter status.
- Go to Matters.
- Use the checkboxes to select the matters for which you want to change the status.
- Click Edit at the top of the table and select Update matter status.
- Select a Matter status.
- Click Save.
Create and manage matter statuses in Clio Grow
In Clio Grow, you are provided with a list of starter matter statuses that you can edit or delete. You can also add your own. These matter statuses will fall under the intake, hired, or did not hire categories. Your matters will be categorized by matter status when viewing the Pipeline, which helps you keep track of the status of the matter at any given time. The Pipeline, itself, is also separated by category (intake, hired, or did not hire).
- Go to Settings > Matters > Matter Statuses.
- Click New Matter Status.
- Enter the name and select the category.
- Click Create Matter Status.
- Go to Settings > Matters > Matter Statuses.
- Click Edit.
- Change the name.
- Click Update Matter Status.
- Go to Settings > Matters > Matter Statuses.
- Click Delete.
- When the warning prompt appears, select Delete.
Change matter statuses for matters in Clio Grow
Matters in Clio Grow are organized by matter status and can be found in either the Matters page or by viewing the Pipeline. You can change the matter status when viewing a single matter’s page, when viewing the main Matters overview page, or when viewing the Pipeline.
- Search for the matter in the search bar.
- Change the matter status in the field next to Status.
- Go to Matters.
- Under Status, select a new status.
- Go to the Pipeline.
- Click Quick view on a matter.
- Change the matter status in the field next to Status.