What Report will Give me a List of Active Clients This Year?

Objective:

  • List of Clients who have had work done this year even if the case had been opened prior
  • List of Clients with open Matters that have work done

Environment:

  • Clio Manage

Additional Information:

n/a

Answer:

Client Activity Report. Generate a Client Activity Report with a date range, it will produce a list of clients with activities recorded between this time.

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