San Diego’s got 2020 vision. Get your pass to the Clio Cloud Conference, October 15-16, 2020, at Year End prices!

Is there a way to Setup Default Filters on any page in Clio?

Objective:

  • Can I set up a default Filter view in the Matters tab?
  • How can I create standard Filters for Activities?
  • Is it possible to set up standard Filter options for Tasks?

Environment:

  • Clio Manage

Additional Information:

n/a

Answer:

Not at this time. The Filter's must be input each time you go to any given page in Clio.

If you would like to see this functionality in Clio, please give our Support Team a call to have your vote added to a Feature Request. You can contact us at 1-888-858-2546 option 2. 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality