Objective:

• How to find out the number of matters you have
• How many Matters do I have

Environment:

• Clio Manage

Additional Information:

• You can run a Matters Report as well, but the Web and PDF versions do not give you a tally of how many Matters there are, just the data from them.
• If you run the Matters Report as a CSV spreadsheet, you can find out the tally by adding a Totals Row. (Steps on how to do this can be found here)

Procedure:

1. Navigate to the main Matters page
2. To include only Open Matters, stay on the Open tab and skip to step 4
3. To include Closed Matters as well, click the All tab
4. Open the Filter at the top-right of the list, and select your Practice Area
5. Scroll to the bottom of the list, and take note of the number listed