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How to Filter Activities within the Clio for Law Firms and Lawyers Mobile App

Objective:

  • How to filter Activities within the Clio for Law Firms and Lawyers mobile app

Environment:

  • Clio for Law Firms mobile app 

Additional Information:

  • n/a

Procedure:

  1. Log in to the app using your Clio login credentials
  2. Select Activities from the panel at the bottom of the app
  3. Click into the filter icon at the top right corner of the Activities page
  4. Select Firm user, Matter, Date range, Activity category, and/invoice status you would like to filter the Activities with
  5. When done, click the checkmark at the top right corner of the Activities options page

 

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