Mobile App Matters and Notes

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On the Clio mobile app, you can view and filter matters and add events, activities, tasks, notes, documents, and communications to the matter. You can also view your recently edited and recently viewed matters from the Home screen. 

Note: You cannot create, edit, or delete matters from the mobile app. 

Filter and sort matters

On the mobile app, you can filter matters by matter status (all, open, pending, or closed), client, responsible attorney, originating attorney, billable status, and practice area. You can sort matters by recently edited or have them appear in alphabetical order.

  1. Go to the Home tab.
  2. Select the Matters tab.
  3. Click Filter matters.
  4. Under Sort all matters, select how you want your matters to appear.
  5. Under Filter all matters, select your filter options.
  6. Click Done.

 

View matter details

When viewing matter details, you can view information entered on the Clio Manage desktop app, including contact, matter, and financial details. You can also view and add calendar events, time and expense entries, tasks, notes, documents, email logs, phone logs, and messages to the matter. You can access matter details from the Matters tab or from within a contact's details page. 

Matters tab Contact card
  1. Go to the Home tab.
  2. Select the Matters tab.
  3. Find your matters by scrolling or using the search bar.
  4. Optional: Click Filter matters to further narrow your results. 
  5. Click the matter to view detailed information.

 

View and create matter notes

You can create notes attached to a matter from the create new icon or when viewing a matter's details page. 

Create new iconMatter's details page
  1. Go to the Home tab.
  2. Click the + icon for the create new menu and select Note.
  3. Complete the fields and click Save.

 

Change matter status

  1. Go to the matter's details page
  2. Click the three vertical dots in the upper right corner and select Update matter status.
  3. Select the new status.

 

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