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How Do I Filter Matters by the Date They Were Created/Opened/Closed?

Objective:

  • Filter for Matter Created Date
  • See when a Matter was created
  • See when a Matter was Opened

Environment:

  • Clio Manage

Additional Information:

Additionally, you can Filters the Date Range directly within Clio:

Procedure:

  1. Navigate to Matters on the main Navigation on the left
  2. Select one of these options from the top subtabs: (All, Open, Pending, Closed)
  3. Export as CSV using the Export button found on the bottom
  4. Select column layout as Available columns
  5. Sort and filter additionally within Excel

matters_2020-01-20_12-47-09_2020-01-20_12-47-47.png

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