2017

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KCS - How to Generate a Report that Shows Contingency Matters

Objective:

  • Generating Reports for Contingency Matters only 

Environment:

  • Clio Web App 

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 Practice 
  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. 

 

 

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