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Is There a Report That Will List Open Matters by Practice Area and Location?

Objective:

  • To find a Report that will show Open Matters by Practice Area and list Location

Environment:

  • Clio Manage

Additional Information:

  • Users can run a Matter Export as a .CSV file. This file can then be merged and manipulated in Excel to give the necessary outcome.
  • Clio integrates with myFirmData, which allows users to create custom reports using Matter Location data.

Answer:

Not at this time. 

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