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:
- Go to the Matters tab
- Click Filters
- Open the Practice Area drop-down menu
- Select the Practice Area
- Click Apply Filters
- Click Export
- Select your format
- Click Export