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How Can I Show Activities That Don't Have Matters Linked to Them?

Objective:

  • See all activities to which matters have not been assigned

Environment:

  • Clio Manage

Additional Information:

  • n/a

Procedure:

  1. Click Activities on the left
  2. Choose the date range (beside the Expense tab)
  3. Click the Matter column name to sort it
  4. Activities without matters will have no matter name under the Matter column

 

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