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How do I Export all Matters Using the Same Practice Area?

Objective:

  • Export Matters for a specific Practice Area

Environment:

  • Clio Web App

Additional Information:

If you are Exporting Matters so you can import them into another Clio Account, Export in CSV format and follow these steps to import your Matters.

Procedure:

  1. Go to the Matters tab
  2. Click Filters
  3. Open the Practice Area drop-down menu
  4. Select the Practice Area
  5. Click Apply Filters
  6. Click Export
  7. Select your format
  8. Click Export

 

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