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Can I Report on How Much an Attorney has Collected?

Objective:

  • Collected Funds by User
  • How to view the total amount I have collected this year?
  • How do I see how much money I have made for a specific date range?

Environment:

  • Clio Manage

Additional Information:

Answer:

Yes, you can see exactly how much a User has Collected (rather than Billed) by generating the Revenue Report and filtering by a Specific User.

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