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Can I Filter Matters By Their Lead Source In Clio Grow?

Objective:

  • Filter Matters by source in Clio Grow
  • View Matters from a particular Lead Source

Environment:

  • Clio Grow

Additional Information:

For information on exporting Matters to a CSV file, click here.

Answer:

Matters cannot be filtered or sorted by the Lead Source. Lead Source information is attributed to the Primary Contact of the Matter, and not the Matter itself.

You can export Matters into a CSV file which will include information for the Primary Contact and Primary Contact Source. Once you export the data and open it in excel, you can use filters and tables to narrow down the data you wish to see.

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