Learn how legal professionals use technology to adapt to consumer expectations in the 2021 Legal Trends Report

How Do I Filter for Closed Matters Activities?

Question:

  • Can I filter for activities on Closed Matters?
  • How do I locate Activities/Entries for Closed Matters?
  • Can I export Activities for Closed Matters?

Environment:

  • Clio Manage

Procedure:

You cannot filter for Closed Matters within the Activities tab. You will need to do the following to locate Activities for Closed Matters: 

  1. Go to the Closed Matter
  2. Click the Activities tab within the Matter
  3. Export Activities from within Matter if needed by clicking Export on the bottom

 

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