KCS - What Information Does the Matter Balance Summary Report Show?

Objective:

  • Learn what information the Matter Balance Summary Report shows
  • Learn what the Matter Balance Summary Report is used for

Environment:

  • Clio Web App

Additional Information:

For more information on generating a Matter Balance Summary Report, click here

Answer:

Clio's Matter Balance Summary Report is designed to give firms a snapshot of:

  • How much is outstanding in receivables on a per-matter or per-client basis.
  • How much work is in progress on a per-matter or per-client basis.
  • How much expense is in progress on a per-matter or per-client basis.
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