Objective:
- Exporting Matter Data from Clio
Environment:
- Clio Manage
Additional Information:
- n/a
Procedure:
- Navigate to the main Matters tab
- Select All at the top left of the Matters grid
- Select Filter on the top right of the Matters grid
- Select Status Date as Open After ____
- Select Add Status Date
- Select this second Status Date as Open Before ____
- Select Apply Filters
- Select Export at the bottom of the Matters grid
- Choose PDF as the Export Format to have an easily printable version or CSV for an editable version