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How Do I See How Many Matters I Have in a Specific Practice Area?

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

 

 

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