Clio in Practice: Mastering Legal Workflows

Matter Permissions & Matter Stages – Organise and Control Workflows

Join us for an on-demand session of Clio in Practice, led by Serhii Kozodaiev from Clio’s expert support team. In this focused 30-minute webinar, Serhii will walk you through how to organise and optimise your legal workflows using Matter Permissions and Matter Stages.

You’ll learn how to structure your work for better visibility, control, and collaboration across your firm.

What we’ll cover:

Matter Permissions

• Understand the difference between “Everyone,” “Just Me,” and “Specific People”
• See how permissions impact team collaboration and matter visibility
• Learn best practices for managing sensitive or restricted matters

Managing User Access

• How to adjust matter permissions as team roles evolve
• Examples of when limited access helps maintain confidentiality

Matter Stages

• What Matter Stages are and how they reflect a case’s lifecycle
• How to set up and customise stages by Practice Area

Duration? 30 minutes

Whether you’re new to Clio or refining your current setup, this session will give you practical tips to help you get more done—securely and efficiently.

Now available on-demand.

If you are seeking extra help, please feel free to reach out to our expert support team at support@clio.com or tel:+448004332546.