How to Filter Matters by Practice Area

Objective:

  • How to search Matters by Practice Area
  • Can I filter for more than one Practice Area at a time?

Environment:

  • Clio Manage

Additional Information:

Only one Practice Area can be chosen in the filter at time, however you can export the Matters list into a CSV and sort and filter the data as needed. 

Procedure:

  1. Select Matters 
  2. Select Filters
  3. Click inside the Practice Area field, and type the name to search for the field
  4. Select the Practice Area from the drop down list
  5. Select Search 

 

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