Introducing The Law Community, the online community just for Clio customers. Sign up now.

How to Run a Report With Client Reference Numbers on All Matters

Objective:

  • n/a

Environment:

  • Clio Manage

Additional Information:

  • n/a

Procedure:

  1. Click on the main Matters tab on the left
  2. Click Export at the bottom
  3. Click CSV
  4. Select Available Columns 
  5. Click Export
  6. Open downloaded CSV file
  7. The Client Reference Number will be in Column H

 

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