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.