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How Do I Sort Open Matters by Location?


  • How do I generate a report that sorts Matters by Location?


  • Clio Manage

Additional Information:



  1. Go to Matters
  2. Click on Export
  3. Change Output Format to CSV
  4. Click Export
  5. Open the Excel spreadsheet and sort the Matter Location column


You could create a Custom field for Location, and you're able to sort Matters by Custom Fields in Clio. 

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