KCS - 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 Web App

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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