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How to View Matters Related to a Specific User Group

Objective:

  • How can I see all Matters related to a Group
  • Which Matters are connected to a particular User Group
  • Can I filter Matters by Permissions?

Environment:

  • Clio Manage

Additional Information:

  • At any time, you can select, All, Open, Pending, or Closed Matters at the top of the main Matters page. 

Procedure:

  1. Head to the main Matters page
  2. Select the Filters drop-down in the top right corner
  3. Under the Permissions drop-down, you can select your User Group

You can click Export at the bottom of the page if you'd like to export. 

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