Objective:
- Determine the Matter permissions for each of my Matters
- Find all Matters with permission set to Only Me
- Locate all Matters assigned to a certain Group
- Export a list of Matters and their permissions
- Report on Group Permissions
Environment:
- Clio Manage
- Microsoft Excel / Google Sheets
Additional Information:
- If you do not have permission to view a Matter you will not be able to view that Matter using this method.
Procedure:
- Click the Matters tab
- Click Export
- Under Output Format select CSV
- Click Available Columns
- Click Export
- Wait for the Export to generate
- Open the downloaded CSV in Google Sheets, Microsoft Excel, or another spreadsheet program
- Look at Column Q (titled Group)
- If the Matter is listed as Firm, it is visible to Everyone
- If the Matter is listed as your name, it is visible to only you
- If the Matter is listed with any other name, it is only visible to members of that Group