KCS - What Report can I run to list the Matters by Practice Area?

Objective:

  • Run a Report to list Matters by Practice Area

Environment:

  • Clio Web App

Additional Information:

n/a

Answer:

  1. Click on Reports
  2. Click on Matters (in the Matter Reports section)
  3. Select Practice Area from beneath Group Results By
  4. Select any other options you need (ex. date range)
  5. Click on Generate Report

For additional info: https://support.clio.com/hc/en-us/articles/218377357-Matters-Report 

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