Collect eCheck and card payments directly through Clio. Find out how.

Can I Filter Matters in Clio Grow by Custom Fields?

Objective:

  • Sort Matters by Custom Fields in Clio Grow

Environment:

  • Clio Grow

Additional Information:

n/a

Answer:

  1. 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.
  2. Go to your email and download the CSV file.
  3. Open the CSV file in Excel, you can now filter by Custom Fields.
Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality