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How Can I See my Most Recently Opened Matters?

Question:

  • How can I see the Matters I have opened most recently?

Environment:

  • Clio Manage

Additional Information:

Procedure:

  1. Navigate to the main Matters page
  2. Click on the Columns button on the right and ensure that Open Date is checked off
    1. If it is not, check the box and click the Update Columns button on the bottom
  3. Click the "Open Date" header along the top
    1. You are able to filter for specific date ranges under the Filters button on the right
  4. It will sort the Matters from oldest to newest, click the header again and it will resort newest to oldest

 

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