Can I Filter By Matter Type in Clio?

Objective:

• To filter by the type of Matter (i.e. Hourly, Flat, Contingency) 

Environment:

• Clio Web App

Additional Information:

For more information on how to create a Matter Custom Field click here.

Answer:

The best way to do this would be to create a Matter Custom Field that lists the Matter type and then sort by this field in the Matters tab.