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

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. 
Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality