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How to View Matters Related to a Specific User Group


  • 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?


  • Clio Manage

Additional Information:

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


  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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