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:

1. Go to the Matters tab
2. Click Filters
3. Enter the user's name into the Originating Attorney Field
4. Click Apply Filters
5. Click Export

Part Two: 

1. Go to the main Activities tab
2. Enter the desired Date Range
3. Click Filters
4. Select the Attorney from the User drop-down menu
5. Open the Matter drop-down menu
6. Type in or select the first Matter on the list you generated in Part One
7. Click Apply Filters
8. Export this list in either a PDF or a CSV format
9. Repeat steps 5-8 for all Matters on your list