KCS - How To Report on Non-Billable Matters

Objective:

  • Reporting for non-billable Matters 

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 non-billable Matters when running Reports. However, you can create a Practice Area titled non-billable matters, and assign it, and Generate a Report using this filter. Complete the following steps, to set up a Practice Area titled Non-Billable Matters.

  1. Select Settings 
  2. Select Practice 
  3. Select Practice Areas
  4. Select ADD 
  5. Type Non-Billable Matters
  6. Select Save

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

 

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