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 Manage
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.
- Expenses from non-billable Matters.