KCS - How to Pull a Report with Client Reference Numbers on All Matters

Objective:

  • n/a

Environment:

  • Clio Web App

Additional Information:

n/a

Procedure:

  1. Click on the Matters tab in the navigation bar
  2. Click All
  3. Click Export
  4. Select "Export All Columns" 
  5. Click Export
  6. Open downloaded CSV file

 

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