- Print out a list of all Matters for a certain Responsible Attorney
- Filter for all Matters for a Responsible Attorney
- I need to print a case list for a certain attorney
- How to export just the matters that are under one user's name.
- Can I Export Only Matters Assigned to Me?
- Clio Manage
- If you would like a full list of all Matters and the Responsible Attorney attached to them, check out this article: Matters by Responsible Attorney Report
- Go to the main Matters tab
- Select the Matter state if relevant in the top left (All, Open, Pending, or Closed)
- Click Filters on the top right corner of your screen
- Select the appropriate Attorney under Responsible Attorney
- Click Apply Filters
- Click the Export button at the bottom of the page
- Select PDF or CSV
- Click Export