KCS - How are Matters sorted, when sorting by Client?

Objective:

  • Sort Matters by Client
  • What Order Does Clio List Matters When They Are Sorted By Client?
  • What order do Matters appear in when they are sorted by Client?
  • Sorting Clio's Matter page by Contacts

Environment:

  • Clio Web App

Additional Information:

For more information on sorting Matters, click here

Answer:

When Matters are sorted by Client the results will appear alphabetically with the following conditions:

  1. Matters that have no client appear first (displayed as "—")
  2. Matters with Company type contacts appear second (alphabetically)
  3. All remaining Matters will list by Person type contacts (alphabetically, by Last Name)
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