How to Add a Deadline

Deadlines in EstateMin are synced with Clio tasks. When you create a deadline in EstateMin, it is also created as a task in Clio for the associated matter.

➕ How to Add a Deadline

1. Open the matter and navigate to the Timeline tab.
2. Click Add Deadline.
3. Fill in the deadline details in the modal that appears:
   1. Deadline Name (required) — A short name for the deadline
   2. Description — Additional details about the deadline
   3. Deadline Date (required) — The due date
   4. Status — The current status of the task
4. Click Create Deadline to save.

📊 Deadline Statuses

Each deadline can have one of the following statuses:

• Pending — The task has not been started yet.
• In Progress — Work on the task is underway.
• In Review — The task is being reviewed.
• Complete — The task has been finished.

💡 Note: Deadlines sync with Clio tasks. The deadline will appear as a task in Clio Manage, and changes made in Clio will be reflected in EstateMin.

💬 Need Help?

Use the chat bubble in the lower-right corner of EstateMin or email info@estatemin.com for support.