Objective:
- Generating Matter reports
- Docket reporting
- Case management reporting
Environment:
- Clio Web App
- Matters
- Reports
Additional Information:
n/a
Answer:
- To Report on Tasks belonging to a Matter: Open the Matter, select Tasks & Export
- To Report on Notes belonging to a Matter: Open the Matter, select Notes & Export
- To Report on Calendar Entries belonging to a Matter: Open the Matter, select Calendar Entries & Export
- To view a summary of all open Matters with outstanding receivables and work in progress, generate a Matter Balance Summary Report