# See every open Clio matter on one command center board

> Open one board each morning to see every matter's stage, next deadline, open tasks, and which files have gone quiet.

- Workflow type: app
- Services: Clio, Gmail
- Categories: Operations
- Published: 2026-08-16

## What it does

- Groups every open matter into columns by stage, so your whole caseload is visible on one screen instead of one matter at a time.
- Shows the responsible attorney, the next court date or deadline, the number of tasks still open, and how long it has been since anyone touched the file, right on each card.
- Flags any matter that has gone quiet for two weeks, so nothing slips while everyone assumes someone else is on it.
- Lets you move a matter forward by dragging its card, then add a task, tick one off, book a deadline, or send the client a status update without leaving the board.

## What you'll need

- A Clio account already in use for matters, tasks, and calendaring
- Matter stages set up in Clio, since those become the columns on the board
- A Gmail account for sending client status updates
- Each person opens the board with their own Clio login, so it can default to their own matters

## Prompt

I want a matter command center that our practice leads and attorneys open every morning to see where every open matter stands. Clio makes you click into matters one at a time to piece this together. This app is not about creating matters, it is the daily review surface for matters that already exist, so keep stale matters and upcoming deadlines front and center.

The main screen is a board of open matters grouped into columns by matter stage. Build the columns from Clio's List Matter Stages and place each matter in the column matching its current stage, using List Matters restricted to open matters. Give the board a clear empty state per column and keep column order stable so the layout does not jump between loads.

Each card shows the matter display number and description, the responsible attorney, the next upcoming deadline or court date, a count of open tasks, and the number of days since the last recorded activity. Pull the next deadline from List Calendar Entries for that matter, taking the earliest entry dated today or later. Pull the open task count from List Tasks filtered to tasks that are not complete. Derive days since last activity from List Activities, using the most recent activity date on the matter.

Flag any matter with no recorded activity in the last 14 days as stale, with a visually obvious badge on the card. Make that threshold a setting the user can change rather than a hard-coded 14, since practices differ on what counts as quiet. Stale matters should be easy to pick out when scanning the board quickly.

Default the board to the signed-in user's own matters. Resolve who that is with Get Current User and filter to matters where they are the responsible attorney, then offer a toggle to view the whole firm. The two filters that matter most day to day are practice area, populated from List Practice Areas, and responsible attorney, populated from List Users. Remember the user's filter and scope choices between visits so the board opens the way they left it.

Dragging a card into another column moves the matter to that stage with Update Matter. Update the card optimistically and roll it back with a visible error if the write fails.

From a card I can add a task with Create Task, tick an existing task off with Update Task, and book a court date or deadline with Create Calendar Entry. I can also send a client status update through Gmail's Send a Message. Assemble that draft from the matter's recent activity and upcoming dates, then show it to me in an editable form so I can adjust the wording and the recipient before anything sends.

Important implementation note: Clio responses return a minimal default field set, so every handler must pass the fields query param including nested associations, for example fields=id,display_number,matter_stage{id,name},responsible_attorney{id,name}. Without it the card data comes back empty. Clio index endpoints are cursor paginated and rate limited, so fetch the supporting data for the visible matters in batched list calls rather than one call per card, and page through with page_token where the result set is large.

## How to customize

- Change the quiet period from 14 days to whatever your practice treats as stale
- Start the board on your own matters or switch to the whole firm with one toggle
- Filter the board by practice area and responsible attorney
- Adjust the wording of the client status update before it sends

## FAQ

### Does this change how our matters are set up in Clio?

No. The board reads the matters, stages, tasks, and calendar entries you already have. Nothing changes in Clio until you move a card or use one of the buttons on it.

### When I drag a card to another column, does Clio actually update?

Yes. Moving a card sets that matter's stage in Clio itself, so the change is visible to everyone at the firm, not just on the board.

### Can I see other people's matters, or only my own?

The board opens on your own matters by default, which is what most attorneys want first thing in the morning. A toggle switches to the whole firm, which is how practice leads usually use it.

### What makes a matter count as stale?

The board looks at the last activity recorded against the matter. If nothing has been logged in the last 14 days, the card gets a stale flag. You can raise or lower that threshold to match how your practice works.

### Does the client status email send on its own?

No. The board assembles a draft from that matter's recent activity and upcoming dates, and you review and edit it before it sends from your own Gmail account.

Use this prompt in General Input: https://www.generalinput.com/prompts/see-every-open-clio-matter-on-one-command-center-board