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Can I Filter the Billable Clients List for Open Matters Only?

Objective:

  • Restrict the list of outstanding activities by Matter Status
  • Sort the list of Matters when generating a Bill for only active cases

Environment:

  • Clio Web App

Additional Information:

A work-around for this is creating a matter custom field asking if the matter is closed or open. You are able to sort by custom field in the billable clients section.

Answer:

Not at this time.

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