San Diego’s got 2020 vision. Get your pass to the Clio Cloud Conference, October 15-16, 2020, at Year End prices!

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 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality