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Can I Export Matter Notes by Attorney?



  • Is it Possible to Export Matter Notes by an Attorney?
  • When Exporting Matter Notes, Can I Filtrate if by Attorney?




  • Clio Manage


Additional Information:




No, not at this time. When exporting Matter Notes, there is no option to filter it by Attorney prior to exporting it. 

A workaround would be to export the Matter Notes in CSV format and align the Creator column alphabetically. This way you can see all Matter Notes created by each user. 
For more information about how to export data from Clio Manage, please check the article below:

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