How to Generate a Report for Hourly, Contingency and Flat Rate Matters

Objective:

• Generate a report that shows Hourly and Flat Rate Matters
• Genrate Report on Contingency Fee Mattes

Environment:

• Clio Manage

Additional Information:

• On the Excel Spreadsheet, column AA - Flat Rate Activity indicates if the Matter is Flat Rate

Procedure:

1. Go to our Export Page at https://app.clio.com/export 
2. Click Excel ready CSV beside Matters