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.
Note: This report is available on all of Clio's plans.
Generate the report
To generate the report:
- In Clio Manage, select Reports in the left navigation menu.
- Click Matter or scroll down to Matter reports and select Matters by responsible attorney.
- Choose from several settings within the report options page to get the information you need for your report.
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- 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.
- Select responsible attorney:
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- Click Generate report.
Report categories
When this report is generated, it will show which matters are assigned to each responsible attorney.
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- 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.
