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How to Filter Matters by Open/Closed/Pending Status Date Range

Objective:

  • How to search Matters by status date
  • Filter Matters that were opened within a certain date range

Environment:

  • Clio Manage

Additional Information:

  • N/A

Procedure:

  1. Select Matters 
  2. Select Filters
  3. Click the dropdown beside Status Date and select Open/Closed/Pending
  4. Select On/Before/ or After
  5. Select Date
  6. To create a date range:
    1. Select After for step 4
    2. After adding the Date click Add Status Date
    3. Select Before and the Date
  7. Select Apply Filters 
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