Understanding Deadlines

Deadlines in EstateMin help you track important due dates for your estate matters. Deadlines are synced with Clio tasks, so any deadline you create or update in EstateMin is reflected in Clio, and vice versa.

📍 Where to Find Deadlines

Deadlines are located under the Timeline tab on any matter detail page. The Timeline tab has two sub-tabs: Deadlines and Activity Log.

You can also see the nearest upcoming deadline in the Next Deadline badge displayed in the matter header.

📋 Deadline Details

Each deadline displays the following information:

• Deadline Date — The due date for the task.
• Details — The deadline name and description.
• Status — One of: Pending, In Progress, In Review, or Complete.
• Assigned To — The person responsible for the task.

🔍 Filtering Deadlines

Use the filter buttons above the deadline table to view:

• Upcoming — Deadlines with future due dates.
• Past — Deadlines with due dates that have already passed.
• All — All deadlines regardless of date.

You can also use the search bar to find deadlines by name, description, or assignee name.

💡 Note: Deadlines sync with Clio tasks. Changes made to deadlines in EstateMin are reflected in Clio, and changes made in Clio appear in EstateMin.

💬 Need Help?

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