Passes to the Clio Cloud Conference are $99. Invest in your firm's success today.

How to View All Matters with Documents Attached

Question:

  • 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?

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

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.

Screenshot.png

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality