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Can I Filter Matters By The Originating or Responsible Attorney If The User is Inactive?

Objective:

  • Filter by inactive user
  • Filter by originating attorney
  • filter by responsible attorney

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

This is not currently an available option in Clio, however, if you would like to see it added, let our Support Team know to add your vote to the feature request.

A current workaround is to export the Matters into a CSV file, where the Originating or Responsible Attorney columns can be filtered.

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