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Can I Filter Matters by Permissions?

Objective:

  • Search for Matters that a specific user has permissions on

Environment:

  • Clio Manage

Additional Information:

n/a

Answer:

You can either Filter by 'Me' or by Permission Group. Simply click on Filter on the top right side of the matter list and scroll down to Permissions and select 'Me' or enter the group name you're hoping to filter by.

 

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