How can I Run Reports for a Matter?

Objective:

  • Generating Matter reports 
  • Docket reporting 
  • Case management reporting

Environment:

  • Clio Manage 

Additional Information:

n/a

Answer:

  • To Report on Tasks belonging to a Matter: Open the Matter, select Tasks & Export

Clio_-_00081-Hay_2019-12-27_17-41-22.png

  • To Report on Notes belonging to a Matter: Open the Matter, select Notes & Export

Clio_-_00081-Hay_-_Notes_2019-12-27_17-41-06.png

  • To Report on Calendar Entries belonging to a Matter: Open the Matter, select Calendar Entries & Export

Clio_-_00081-Hay_-_Calendar_2019-12-27_17-41-40.png

  • To Report on Calendar Entries belonging to a Matter: Open the Matter, select Activities Export

Clio_-_00081-Hay_-_Activities_2019-12-27_17-40-49.png

  • To view a summary of all open Matters with outstanding receivables and work in progress, generate a Matter Balance Summary Report
    Clio_-_Reports_2019-12-27_17-41-56.png
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