This article may be out of date!
Visit the New Knowledge Center

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

Objective:

  • Filter Reports by Office Location
  • Create Reports for firms with multiple addresses

Environment:

  • Clio Manage

Additional Information:

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 a location-specific Practice Area assigned to it. 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality