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How do I Export Transactions from a Matter?

Objective:

  • Export Transactions from a specific Matter in an Excel format
  • Operating Account
  • Trust Account
  • CSV

Environment:

  • Clio Web App

Additional Information:

n/a For further information on Exporting all Transactions, please see the following: How Do I Export Transactions In Clio? 

Procedure:

  1. Go to Matters
  2. Locate the required Matter
  3. Click the Transactions sub tab
  4. Select the required Account (Operating/Trust)
  5. Scroll to the bottom of the page
  6. Press Export
  7. Select the required column layout
  8. Press Export

 

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