KCS - Issue: Trust Management Report Not Showing Some Matters When Filtered by User

Issue:

  • Only Matters created by the selected user appear in Trust Management report when filtering by specific user

Environment:

  • Clio Web App

Additional Information:

n/a

Cause:

When generating the Trust Management report for a specific User Clio incorrectly only shows Matters created by that User.

Workaround:

Generate Trust Management Report without filtering for specific Users 

 

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