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How to Export Specific Matters

Objective:

  • Can I export certain Matters on the Matters page? 

Environment:

  • Clio Manage

Additional Information:

  • For more information on exporting Matters, please click here
  • For more information on filtering Matters based on Custom Fields, please click here

Answer:

You can export specific Matters using the filters option within the main Matters tab and export those filtered Matters as a PDF or CSV. 

 

 

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