Objective:
- Learn what information the Matter Balance Summary Report shows
- Learn what the Matter Balance Summary Report is used for
Environment:
- Clio Manage
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.