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Chantelle D

Case Management

Mock case: Clio Matter Setup & Case Management

Every matter opened the same way, by whoever opens it.

Adeyemi v. Adeyemi; contested divorce, Ontario Superior Court of Justice, Family Division

Clio Matter Setup & Case Management — Matter 00001-Adeyemi on open: financial summary, client and related-party contacts, and a conflict check logged before any work begins.
Matter 00001-Adeyemi on open: financial summary, client and related-party contacts, and a conflict check logged before any work begins.
Clio Matter Setup & Case Management — Matter description, responsible and originating solicitor, permissions and the activity timeline; the fields that make a file legible to someone who did not open it.
Matter description, responsible and originating solicitor, permissions and the activity timeline; the fields that make a file legible to someone who did not open it.
Clio Matter Setup & Case Management — Matter notes, dated and attributed, so the file carries its own history instead of leaving it in an inbox.
Matter notes, dated and attributed, so the file carries its own history instead of leaving it in an inbox.
Clio Matter Setup & Case Management — The standard folder set created with the matter, identical in Clio and in Drive.
The standard folder set created with the matter, identical in Clio and in Drive.

All work samples are drawn from supervised mock case scenarios. No real client data is shown or used.

Next work sampleLegal File Structure