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KCS - Export Client Matter Numbers

Objective:

  • Export Matter Numbers
  • Download all of my Matters
  • Access a list of all Client Matter Numbers
  • Print a list of Matter Numbers

Environment:

  • Clio Web App
  • Matters

Additional Information:

N/A

Procedure:

  1. Go to the Matters tab in Clio.
  2. In the right hand side click Export
  3. Select the Export Type
  4. Click Export
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