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What Information Does the Revenue Report Show?

Objective:

  • Learn what information the Revenue Report shows
  • Learn what the Revenue Report is used for

Environment:

  • Clio Web App

Additional Information:

For more information on generating the Revenue report, click here

Answer:

Clio's Revenue Report is designed to help firms visualize and quantify key performance metrics on a per-User, per-Client and per-Matter basis. The report details:

  • Hours: Unbilled, Billed, and Collected amounts
  • Expenses: Unbilled, Billed, and Collected amounts
  • Taxes: Billed and Collected amounts
  • Credit Notes: Write-offs applied to bills

 

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