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: Pending, In Progress, In Review, Complete.
4. Click Create Deadline to save.

🔄 Syncing Deadlines from Clio

• Deadlines created as tasks in Clio automatically sync to EstateMin and appear on the Timeline tab.

• If your firm uses task lists in Clio (Learn more) that you consistently apply across matter types, those tasks will carry over as deadlines in EstateMin once the matter is linked, helping you stay on top of key dates without re-entering them.

• Any updates made to synced deadlines in EstateMin will sync back to Clio, and vice versa.

📊 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.