Objective:

• Export Matters for a specific Practice Area

Environment:

• Clio Manage

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
9. This notification will appear once the export is complete. The time to receive it may vary based on the number of matters  
10. You will receive an email with the following subject "Your Matter export is ready"
11. Click Download export