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How to filter your Matter list before exporting in Clio Grow

Environment:

  • Clio Grow

Additional Information:

  • n/a

Procedure:

  1. Click on the Matters button in the main navigation bar
  2. Click the Apply Filters button
  3. Add any filters via the Filter By dropdowns
  4. Scroll to the bottom of the page
  5. Click Export all matters to CSV
  6. Click Send CSV
  7. Wait for the email with the attachment to be emailed to you
  8. Click the download link in the email
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