Objective:
- Sort Matters by Custom Fields in Clio Grow
Environment:
- Clio Grow
Additional Information:
n/a
Answer:
- Click Export all matters to CSV from your main Matters page. You will be emailed a CSV file containing all matter information including custom fields you've created.
- Go to your email and download the CSV file.
- Open the CSV file in Excel, you can now filter by Custom Fields.