Objective:
- How to export the Activities entered by a user for the Matters they are listed as an Originating Attorney on?
Environment:
- Clio Manage
Additional Information:
- While there is currently no report that directly shows the time entered by an Originating Attorney on the Matters they originated, you can generate a list of the Matters Originated by a specific user and then export the Activities entered by that user on those Matters.
Procedure:
Part One:
- Go to the Matters tab
- Click Filters
- Enter the user's name into the Originating Attorney Field
- Click Apply Filters
- Click Export
Part Two:
- Go to the main Activities tab
- Enter the desired Date Range
- Click Filters
- Select the Attorney from the User drop-down menu
- Open the Matter drop-down menu
- Type in or select the first Matter on the list you generated in Part One
- Click Apply Filters
- Export this list in either a PDF or a CSV format
- Repeat steps 5-8 for all Matters on your list