- Generating Reports for Contingency Matters only
- Clio Manage
- 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.
- 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.
- Select Settings
- Select Practice
- Select Practice Areas
- Select ADD
- Type Contingency Fee Case
- 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.