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What Reports are Available on the Boutique Plan?

March 11, 2019 22:17

Objective:

Which reports are included in the Boutique subscription plane

Environment:

Clio Web App

Additional Information:

n/a

Answer:

1. Accounts Receivable

2. Accounts Receivable Aging

3. Billing History

4. Matter Balance Summary

5. Invoice Payments Report

6. Client Activity

7. Client Ledger

8. Trust ledger

9. Trust Listing

10. Work in Progress

11. Bank Account Activity

12. LSA Trust (Alberta, Canada Only)

14. Matters by Responsible Attorney

15. Contact Information

16. Revenue Report