KCS - How can I Run Reports for a Matter?

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 
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