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How to View All Matters with Documents Attached


  • How to view all matters with a document uploaded?
  • How to see all matters with a document associated?
  • Can I see a report with all matters with a document attachment?


  • Clio Manage

Additional Information:

  • n/a


Currently, there is no way to view a report or file of all Matters with a Document attachment.

However, the best way to view matters and to see if there is a document associated with it is to follow the below steps:

1. Click Documents

2. Select Switch to File View

This will allow you to view all documents in a list. If you observe under the Matters column, it will display the associated matter.


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