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How to Export Matters by Permission Groups

Objective:

  • How do I see which Matters are assigned to specific users or groups?
  • How to get a list of Matters with permission groups

Environment:

  • Clio Manage

Procedure:

  1. Click the main Matters page
  2. Click the Filters button
  3. Choose a User or Group under Permissions 
  4. Click Apply Filters
  5. Click the Export button at the bottom of the Matters list
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