KCS - 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 Custom Matter Field that lists the Matter type and then sort by this field in the Matters tab.

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