Objective:
- To find all Matters based on their location
- To run a Location Report
Environment:
- Clio Manage
Additional Information:
- Clio integrates with myFirmData, which allows users to create custom reports using Matter Location data.
Procedure:
- Navigate to the Matters tab
- Apply any Filters and/or select All, Pending, Open or Closed
- Scroll to the bottom and click Export
- Choose PDF or CSV (and applicable setting if you want to view all information or the filtered information in the CSV - chose CSV if you want to filter or manipulate the data)
- Export - this will download the file to your computer