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How to Find Out How Many Cases a Firm User Worked On

Objective:

n/a

Environment:

  • Clio Web App

Additional Information:

If there are few matters, it may be faster to simply count them in Clio.

Procedure:

  1. Perform an Activities Export (CSV format, Available columns)
  2. In Excel, use a Pivot Table to help count how many matters each attorney has worked on
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