2017

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KCS - Can the Client Activity Report be Generated with Totals for Each User?

Objective:

  • Can the Client Activity Report be broken down by user?

Environment:

  • Clio Web App

Additional Information:

Clio does not associate Contacts with attorneys as one Contact can have multiple Matters, each with a different attorney.

Answer:

No, the Client Activity Report cannot be generated for a specific user.

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