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Tool 040

Matter Binder Export

Arrange selected matter documents into a reviewed binder manifest with sections, captions and version references for CSV export.

What it does today

Current-matter ordered CSV manifest with selected document IDs, filenames, categories, version references, reviewed sections and captions. No document-byte, ZIP or PDF delivery package.

How to use

  1. In Clio, open Matterevo and choose Matter Binder Export from the Tool Library. Use the search box or the Documents & research family filter to find it.
  2. Enter the details the planner asks for.
  3. Review the proposed outcome, item by item.
  4. Edit or remove anything that is not right.
  5. Confirm to create the reviewed records in Clio.

Before you rely on it

Generate an ordered index and download package for closing, trial preparation, or client delivery. The current scope, including what the tool does not do, is listed under What it does today.

Matterevo works within your existing Clio permissions. Paying never grants additional Clio permissions.