Objective:

• Can I find the Activities of a removed firm member?

Environment:

• Clio Manage

Additional Information:

• n/a

Procedure:

From the Activities tab to find all of their Time Entries for all their Matters:

1. Click on Activities
2. Click on Time
3. Click on Filters on the right hand side
4. Beneath Firm User, select All Users
5. Select the Matter you are looking for if necessary
6. Click Apply filters
7. Click Columns on the right hand side next to Filters
8. Ensure that the User box is ticked
9. Click Update Columns
10. Click on the heading of the User column to sort the Time Entries by User
11. Find the deactivated User's name to find their Time Entries
12. If you would like a list of only the deactivated User you will have to export that Activities into a CSV and remove all unwanted data