2017

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Searching, Sorting, and Filtering your Matters

Clio offers you a few different tools to help you quickly find a specific Matter.

Contents

Filtering Matters
Sorting Matters
Searching Matters
Recent List

Filtering Matters

To filter your master list of Matters, go to the "Matters" tab and click on the "Filter" button. This will provide you with a number of criteria that you can use to filter your Matters. Additionally, you can filter your Matters based on the value of a Matter Custom Field. For detailed steps on how to filter Matters by Custom Field, click HERE

Sorting Matters

By default, Matters list will show all of your Matters in a table sorted in Display Number order. To re-sort your list of Matters, you can click on any of the column headings to sort the Matters table by that column. For example, clicking on the "Open Date" heading will sort your Matters from oldest to newest; clicking "Open Date" a second time will sort your Matters from newest to oldest.

Searching Matters

You can also search your Matters from any screen in Clio using the Global Search bar on the right side of the Clio header. 

For more information on using the Global Search, click HERE

For information on Conflict Searching in Clio, click HERE

Recent List

The right-hand sidebar will display a list of the 10 most recently visited Contacts and Matters and can be accessed from any screen in Clio.