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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:

n/a

Procedure:

  1. Navigate to Matters
  2. Select the Matter Status filter (All, Open, Pending, Closed)
  3. Export as CSV
  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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