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How Will Matters Export After Sorting by Client?

Objective:

  • A method to report out on Matters by Client Name in Clio
  • How will Matters appear on the CSV file 
  • How will Matters appear on the PDF file

Environment:

  • Clio Manage

Additional Information:

  • Must have used the toggle option to resort the order of Matters by clicking on the column heading Client
  • Once generated, the spreadsheet can be sorted/filtered and saved in Excel

Answer:

  • When using the Export function from the Matters page after sorting by Clients, Matters will appear sorted by Client names (ascending or descending) 
  • When exporting as a PDF, the sorting will by the First Name
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