How to Generate a Report That Shows Contingency Matters

Objective:

• Generating Reports for Contingency Matters only 

Environment:

• Clio Manage 

Additional Information:

• All Reports can be filtered by Practice Area except the Fee Allocation Report and Task Productivity by User. 
• If you use Practice Areas to organize your Matters, this solution would not be applicable. 

Procedure:

There is no filter for Contingency Fee Matters when running Reports. However, you can create a Practice Area titled Contingency Fee, and assign it to Contingency Matters, and Generate a Report using this filter. Complete the following steps, to set up a Practice Area titled Contingency Fee. 

1. Select Settings 
2. Select Firm Preferences 
3. Select Practice Areas
4. Select ADD 
5. Type Contingency Fee Case
6. Select Save 

Once a Practice Area has been created, apply the Practice Area to your Contingency Fee cases, and Generate a Report with this Practice Area as a filter.