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Can I Generate 'Statements of Account' for a Specific Matter?

Objective:

  • Can I create a Statement of Account for a Matter?

Environment:

  • Clio Manage

Additional Information:

Click the link for instructions on How to Generate a Statement of Account.

Answer:

Statements of Account can only be run for a specific client; however if you chose to Include Matter Information as you run the Statement of Account, the statement will separate the Bill information by Matter.

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