Matter Management

  • Matters Dashboard UK

    Every case detail in the right place

    Don’t waste time manually tracking and organising case information. With Clio, you can manage every detail of every case from a single dashboard. Link every contact, event, Task, communication, and time entry to the appropriate Matter—and add notes for you and your staff at any time. Organise all text, audio, and visual files for each case with unlimited document storage.

  • Matters Dashboard Details

    Organise and track the case information you need

    Keep information consistent across your matters by creating Custom Fields for your most important case details. Search or browse information in Clio based on your Custom Fields. Apply Custom Fields to document templates so they pull case information automatically when creating new documents.

  • Matters Dashboard Timeline

    A firm-wide view of every case

    Keep up with every new case development. Clio’s Firm Feed tracks every matter update (including for civil and criminal legal aid matters in England and Wales), allowing you to see who made what change, and when. See new time entries, document uploads, and more—so that you can be on top of every detail as it happens.