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How Do I View All Matter Statuses as of a Specific Date in Clio Manage?

Objective:

  • View all my Matters that were Open as of a particular date
  • View all my Matters that were Closed as of a particular date
  • View Matter Status on/before/after a certain date

Environment:

  • Clio Manage

Additional Information:

  • n/a

Procedure:

  1. Navigate to the main Matters tab
  2. Click on Filters
  3. Under Status date, select a Status (i.e., Open, Closed, Pending)
  4. Select On, Before or After
  5. Select the date
  6. Apply filters

Clio_-_Matters_2020-04-17_10-45-46.png

 

 

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