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Tool 003

Universal Matter Switcher

Find and verify a different matter, then switch the workspace to its records and tools.

What it does today

Bounded account matter search by phrase, client, linked contact or custom field; named results and API re-verification before switching. Up to 50 results; no inferred access to hidden matters.

How to use

  1. In Clio, open Matterevo and choose Universal Matter Switcher from the Tool Library. Use the search box or the Matter workspace family filter to find it.
  2. Search or filter to narrow the records shown.
  3. Open a row to inspect the source record in Clio.
  4. Read the coverage notes. Where Matterevo cannot read a source, it says so instead of guessing.

Before you rely on it

Search matters by number, client, description, contact, or custom field from anywhere in the browser. The current scope, including what the tool does not do, is listed under What it does today.

Matterevo works within your existing Clio permissions. Paying never grants additional Clio permissions.