Learn how legal professionals use technology to adapt to consumer expectations in the 2021 Legal Trends Report

How to Filter for Matters

Objective:

  • How to Filter for Matters 
  • How do I show Matters in only my cases? 

Environment:

  • Clio Manage

Additional Information:

n/a

Procedure:

1. Select Matters 
2. Select Filter
3. Enter data in the relevant fields
4. Select Apply filters 

 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality