Have you heard? We acquired Lexicata in the first milestone to creating a more advanced client engagement platform. Read more here.

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
  • Export a list of Matters and their permissions
  • Report on Group Permissions

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 to view that Matter using this method.

Procedure:

New Clio: 

  1. Click the Matters tab
  2. Click Export
  3. Under Output Format select CSV
  4. Click Available Columns
  5. Click Export
  6. Wait for the Export to generate
  7. Open the downloaded CSV in Google Sheets, Microsoft Excel, or another spreadsheet program
  8. Look at Column Q (titled Group)
    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 

Previous Clio:

  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 
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