KCS - How To Generate a Matter Balance Summary Report

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 Web App

Additional Information:

For more information on the Matter Balance Summary Report, click here

Procedure:

  1. Select Reports
  2. Select Matter Balance Summary from the list of available Reports
  3. Select the appropriate report options based on the criteria you would like to report on
  4. Select the Output Format
  5. Click Generate Report

 

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