KCS - My Firm Has Multiple Locations, How Can I Create Separate Reports for Them?

Objective:

  • Filter Reports by Office Location
  • Create Reports for locations that use different currency

Environment:

  • Clio Web App

Additional Information:

Managing Practice Areas

Answer:

As Reports can be created for a specific Practice Area (or filtered by this factor in CSV format), the suggested workaround is to create separate, location-specific Practice Areas. 

For example, if you had an office in New York and one in Washington D.C., you could have Practice Areas set up for Family Law-NY, Family Law-DC, Civil Litigation-NY, Civil Litigation-DC, etc.Each Matter would need to have the location specific Practice Area assigned to it. 

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