Filter and Export Matters in Clio Manage

You can filter matters in Clio Manage for reporting purposes and also export specific matter details for use outside of Clio Manage.

Filter matters

When filtering matters in Clio Manage, you can filter by contact, responsible or originating solicitor, matter notifications, billable status, matter permissions groups, grants, whether evergreen trust is enabled or disabled, practice area, matter status, matter tag, and more.

 To filter matters:

1. Go to Matters.
2. Optional: In the matter status quick filter, select the appropriate matter status.
3. Click Filters, select your filters, and click Apply filters.

When filters are applied, a checkmark appears next to the Filters button. To clear it, click Filters > Clear filters.

Export matter details

When exporting matters from the main Matters tab, the export will only include the data that you entered in the matter form when the matter was created or edited. If you need to export information such as activities or transactions related to a matter, you can do so from that particular subtab of the matter. To export the matter form details for matters.

1. Go to Matters.
2. Optional: Select one of the matter status quick filters and/or apply filters.
3. Scroll to the bottom of the page and click Export.
4. Select the export format. If you select CSV, you can choose to show all columns available or only columns that are visible/checked.
5. Click Export.

The data from all matters for the applied filters will be exported, not just the page you are viewing.

Next up

Filter and Export Matters in Clio Grow: Learn how to filter matters in Clio Grow and how to export matter details.