How to use
- In Clio, open Matterevo and choose Matter Task Center from the Tool Library. Use the search box or the Tasks & calendars family filter to find it.
- Select the records you want to work on.
- Set the change you want to make.
- Review the planned change for each record. Nothing is written to Clio until you confirm.
- Confirm, then check the results list for any record that was skipped or failed.
Before you rely on it
View, filter, complete, reassign, reprioritize, and reschedule current-matter tasks. The current scope, including what the tool does not do, is listed under What it does today.