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How to Access a List of Matters with No Responsible Attorney Set

Objective:

  • View all Matters with no Responsible Attorney

Environment:

  • Clio Web App

Additional Information:

n/a

Procedure:

  1. Navigate to the Matters tab
  2. Select either the All, Open, Pending, or Closed buttons
  3. Select the Export button at the bottom of the page
  4. Within the generated CSV export, filter or sort the "Responsible Attorney" column

 

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