KCS - How To Report on Time and Activities for a Co-Counsel

Objective:

  • To view revenue/money generated by a Co-Counsel.
  • To view total hours/time generated by a Co-Counsel.
  • To view types of Activities generated by a Co-Counsel.

Environment:

  • Clio Web App
  • Reports
  • Activities 

Additional Information:

  • A Co-Counsel will not show up as a User in the User dropdown list when filtering Activities or Reports but they will show up under All Users.
  • For additional information on Managing Co-Counsels click here.

Procedure:

For Time or Revenue:

  1. Click on Reports
  2. Click on the Productivity By User Report
  3. Select All Users 
  4. Select CSV as the Output Format
  5. Click Generate Report
  6. Open the Report in Excel
  7. Sort the columns for the entries that relate to the desired Co-Counsel

For Activities:

  1. Click on Activities
  2. Click on Filter
  3. Set User to All Users
  4. Click Export
  5. Select CSV as the Output Format
  6. Click Create Export
  7. Click Download after the export is created
  8. Open the Report in Excel
  9. Sort the columns for the entries that relate to the desired Co-Counsel

 

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