How To Export Matters that were Opened in a Certain Year

Objective:

  • Exporting Matter Data from Clio 

Environment:

  • Clio Web App 

Additional Information:

Procedure:

  1. Select Matters
  2. Select All 
  3. Select Filter
  4. Select Status Date as Open After xxx
  5. Select Add Status Date
  6. Select this second Status Date as Open Before xxx
  7. Select Apply Filters
  8. Select Export
  9. Choose PDF as the Export Format to have an easily printable version

 

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