KCS - Can I generate Bills by Practice Area?

Objective:

  • Generating bills by specific Practice Areas

Environment:

  • Clio Web App

Additional Information:

Able to Filter Billable Clients by:

  • Client 
  • Matter 
  • Responsible Attorney
  • Originating Attorney
  • Activities Date Range 
  • Matter Custom Fields

Alternatively, it's possible to create a Matter Custom Field for Practice Area to filter Billable Clients by and generate Bills. 

Answer:

No. Unable to filter by the Practice Area field from Billable Clients.

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