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How Can I Easily See an Individual's Work in Clio

Objective:

  • An alternative to the main or Matter Firm Feeds to see what a single Clio user has done in the firm's Clio account.

Environment:

  • Clio Web App

Additional Information:

n/a

Procedure:

  1. Go to Settings > Manage Users
  2. Click on the Clio user's name
  3. Scroll to the bottom of the screen to see the Firm Feed for this specific Clio user
  4. Optionally, Filter for Types of activity
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