Objective:

How to export the Activities entered by a user for the Matters they are listed as an Originating Attorney on?

Environment:

Clio Web App

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
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