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How to Export Matters That Were Opened in a Specific Year

Objective:

  • Exporting Matter Data from Clio 

Environment:

  • Clio Manage

Additional Information:

  • n/a

Procedure:

  1. Navigate to the main Matters tab
  2. Select All  at the top left of the Matters grid
  3. Select Filter on the top right of the Matters grid
  4. Select Status Date as Open After ____
  5. Select Add Status Date
  6. Select this second Status Date as Open Before ____
  7. Select Apply Filters
  8. Select Export at the bottom of the Matters grid
  9. Choose PDF as the Export Format to have an easily printable version or CSV for an editable version

 

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