2017

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KCS - How to Find the Matter Visibility for All Matters

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

Environment:

  • Clio Web App
  • Microsoft Excel / Google Sheets

Additional Information:

If you do not have permission to view a Matter you will not be able view that Matter using this method.

This is only available in Previous Clio at this time.

Procedure:

  1. Click the Matters tab
  2. Click All
  3. Click Export
  4. Under Output Format select CSV
  5. Click Create Export
  6. Wait for the Export to generate
  7. Click Download
  8. Open the downloaded CSV in Google Sheets, Microsoft Excel, or another spreadsheet program
  9. Look at Column S
    1. If the Matter is listed as Firm, it is visible to Everyone
    2. If the Matter is listed as your name, it is visible to only you
    3. If the Matter is listed with any other name, it is only visible to members of that Group 
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