KCS - How to Generate a Matters by Responsible Attorney Report

Objective:

  • Run a Matters by Responsible Attorney report
  • Run a report that shows a breakdown of certain information on Matters, such as the name, description, status, and the Accounts Receivable

Environment:

  • Clio Web App

Additional Information:

For more information on the Matters by Responsible Attorney report, click here

Procedure:

  1. Select Reports from the main navigation menu
  2. Select "Matters by Responsible Attorney" from the list of available reports
  3. Select the appropriate report options based on the criteria you would like to report on
  4. Select the Output Format
  5. Click Generate Report

 

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