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How to Export Matters for Deactivated User?

Question:

  • Cannot filter Matters by the deactivated user since that user is inactive 

  • Cannot filter by Responsible Attorney for Matter Export since that user is inactive

Environment:

  • Clio Manage 

Additional Information:

  • n/a

Answer:

There are two Options: 

(1) Export Matters list via CSV and filter for the deactivated user

(2) Deactivate an existing user in the account temporarily. Then reactivate the old user and complete the Matters Export by filtering by Responsible Attorney. Furthermore, deactivating old user again and reactivating the current firm user. 

 

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