KCS - How Do I Export Matters for a Single Responsible Attorney

Objective:

  • 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

Environment:

  • Clio Web App

Additional Information:

n/a

Procedure:

  1. Go to the main Matters tab
  2. Select the Matter state if relevant in the top left (All, Open, Pending, or Closed)
  3. Click Filters on the top right corner of your screen
  4. Select the appropriate Attorney under Responsible Attorney
  5. Click Apply Filters
  6. Click the Export button at the bottom of the page
  7. Select PDF or CSV
  8. Click Export

 

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