KCS -What Information Does the Client Activity Report Show?

Objective:

  • Learn what information the Client Activity Report shows
  • Learn what the Client Activity Report is used for
  • Does the Client Activity Report include non-billable matters?

Environment:

  • Clio Web App

Additional Information:

For more information on generating the Client Activity Report, click here

Answer:

Clio's Client Activity Report is designed to give firms a snapshot view of:

  • Billed Service and Expense items under your clients' Matters. 
  • Unbilled Service and Expense items under your clients' Matters.
  • Services and Expenses from non-billable Matters.
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