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Can I Download Only One Matter?

Objective:

  • Find out if it is possible to download a single Matter from the Matters tab

Environment:

  • Clio Manage

Additional Information:

  • A Matter in it's entirety cannot be downloaded (e.g. download all communications, notes into one PDF or CSV file)
  • If exporting by CSV you may remove all the irrelevant matters if you cannot filter down to one Matter

Procedure:

  1. Click on Matters 
  2. Click on Filters
  3. Type in the field(s) to filter by to narrow down your search
  4. Click Apply filters
  5. Click Export
  6. Select export format (PDF or CSV)
  7. Click Export
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