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Matters not always being properly associated when logging in Clio

  • February 13, 2025
  • 2 replies
  • 13 views

When selecting Log Call from the list of Calls, I will always see Contact, Activity Title, and Note.  Intermittently I will see Matter, which allows me to select any of the Matters associated with that caller, or None.  Usually Matter is not listed at all, even if the caller has an associated matter.  In another case, Matter was listed and call was logged, but when I went back to that call and selected Edit Log, Matter was no longer an option.  Am I missing something or is this a known bug?

2 replies

ByrneReese
Community Manager
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  • Product Manager
  • 247 replies
  • February 13, 2025

@AimeeChavez This sounds like a new issue and one we need to investigate. Thank you so much for reporting it to us! When I have an update, I will come back to this thread and update. 


  • New Participant
  • 1 reply
  • February 18, 2025

Hi I also have this issue.


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