Clio's Matters by Responsible Attorney Report is designed to give firms a quick breakdown of matters grouped by responsible attorney. This report is further categorized by matter, client name, and matter description.

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Generate the report

To generate the report:

1. In Clio Manage, select Reports in the left navigation menu.
2. Click Matter or scroll down to Matter reports and select Matters by responsible attorney.
   
3. Choose from several settings within the report options page to get the information you need for your report.  
   
   • • Select responsible attorney:
       • Select All responsible attorneys to see client and matter information for all responsible attorneys at the firm, including matters not assigned to any responsible attorney.
       • Select Specific responsible attorney to see client and matter information for a specific responsible attorney.
     • Select practice area: the default setting for sorting by practice area is All practice areas. You also have the option to choose a Specific practice area.
       

       Note: If you sort this report by practice area, only data from the client's matters that have practice areas assigned will appear in the report. Learn more about practice areas by taking a look at this article.

     • Report options:
       • Include pending matters: if you select this option, the report will display open and pending matters.
       • Include closed matters: if you select this option, the report will display open and closed matters.
     • Output format: you can generate this report as a Web, PDF, or CSV version. The Web report will display in your Clio Manage browser window. Both the PDF and CSV file can be downloaded and printed. 
       

       What is a CSV file? A comma-separated values (CSV) file is a plain-text file that contains a list of data separated by commas. You an open a CSV file in almost any text editor or spreadsheet program, such as Microsoft Excel, Google Sheets, or Mac's built-in spreadsheet program Numbers.

4. Click Generate report.

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Report categories

When this report is generated, it will show which matters are assigned to each responsible attorney.

• • Matter: this column displays each matter's name as designated in the Matter Numbering page in your Settings. Learn more about Matter Numbering in Clio by reading this article. 
  • Client: this column displays the name of the client attached to the matter. If a client was deleted or re-assigned from a matter, you will see a blank space under this column. The clients are sorted alphabetically by client last name for each responsible attorney.
  • Description: this column displays each matter's description. The description is manually typed in when creating or editing a matter.

PDF/Web

CSV

You can sort or remove columns and rows if you generate the report as a CSV. Learn more about filtering and sorting reports in Excel by reading this article.