You can filter matters in Clio Grow for reporting purposes and also export specific matter details for use outside of Clio.
Filter matters in Clio Grow
When filtering matters in Clio Grow, you can filter by firm user responsible for the matter, matter status, matter tag, matter type, location, and matters with applied automated workflows. You can also sort results and use the search field to find specific matters.
- Go to Matters.
- Click Apply filters.
- Optional: Use the search box to search for a matter.
- Select your filters.
Export matters to CSV in Clio Grow
You can back up your Clio Grow data by exporting a CSV list of your contacts and matters. When exporting matters in Clio Grow, you can export multiple matters from the main Matters page, or you can export specific information for just one matter.
- Go to Matters.
- Select View all, Intake, or Hired.
- Optional: Select Apply filters to apply specific parameters.
- Scroll to the bottom of the page and click Export all matters to CSV.
- Click Send CSV.
- Go to the email and click the link to the CSV file.
- Go to Matters and click the matter’s name. You can also search for the matter in the search bar.
- Click the Matter Options dropdown and select Export to CSV.