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Is it Possible to Generate a Productivity Report Based on Matters a User is not Responsible for?

Question:

  • Is it Possible to Generate a Productivity Report Based on Matters a User is not Responsible for?

Environment:

  • Clio Manage

Additional Information:

  • n/a

 

Answer:

No, it would not be possible to generate a productivity report based on matters a user is not responsible for. If you would like to request for this feature, please let our Support team know. The Support team can be reached either by phone (1-888-858-2546 ext. 2) or by the Live Chat option available in Clio.

 

As a workaround, you can generate a Matter Productivity Report by User and isolate the matters that the user is not responsible for. Otherwise, an activity export that is filtered with a program like Microsoft Excel

 

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