Question:
- When I run a Lead Source Report in Grow can I get a list of the Matters in those Lead Sources?
- Export a CSV of the Matters listed in Report results
Environment:
- Clio Grow
Additional Information:
- How to Export a Matter Report from Clio Grow
- As a work around, a Matter Report export can be filtered and sorted as needed in Excel.
Answer:
No, not at this time. This is currently a Feature Request. If you would like to see this functionality please send your request to support@clio.com