Question:
- How can I see the Matters I have opened most recently?
Environment:
- Clio Manage
Additional Information:
- You can also run a Matter Report
Procedure:
- Navigate to the main Matters page
- Click on the Columns button on the right and ensure that Open Date is checked off
- If it is not, check the box and click the Update Columns button on the bottom
- Click the "Open Date" header along the top
- You are able to filter for specific date ranges under the Filters button on the right
- It will sort the Matters from oldest to newest, click the header again and it will resort newest to oldest