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How to Filter Activities by Matter

Objective:

  • Show all time entries and expenses by specific matter

Environment:

  • Clio Manage

Additional Information:

  • n/a

Procedure:

  1. Click Activities (on the left)
  2. Click Filters (on the right)
  3. Under the Matter dropdown, choose/type matter name
  4. Click Apply filters
  5. Specify a date range by choosing a date (beside the Expense tab)
  6. Click Export at the bottom

 

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