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How to Filter Activities by Firm User?

Objective:

  • Filtering Time Entries by User
  • Filter Activities by Attorney
  • Sort Activities by Attorney
  • Filter by Attorney
  • Filter by Firm User

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

  1. Select Activities 
  2. Select Time or Expense depending on the required information
  3. Select a date range, to choose all time just delete the Date
  4. Press Filters
  5. Select the required Firm User
  6. Press Apply filters
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