Objective:
- Run a Matter Balance Summary Report
- Generate a Report that shows:
- Outstanding receivables on a per client/matter basis
- Work and Expense in progress on a per client/matter basis
Environment:
- Clio Manage
Additional Information:
For more information on the Matter Balance Summary Report, click here
Procedure:
- Select Reports
- Select Matter Balance Summary from the list of available Reports
- Select the appropriate report options based on the criteria you would like to report on
- Select the Output Format
- Click Generate Report