San Diego’s got 2020 vision. Get your pass to the Clio Cloud Conference, October 15-16, 2020, at Year End prices!

What Information Does the Matters Report Show?

Objective:

  • Learn what information the Matters report shows
  • Learn what the Matters report is used for

Environment:

  • Clio Manage

Additional Information:

For more information on generating the Matters report, click here

Answer:

Clio's Matters Report is designed to give firms a quick breakdown of certain information on Matters, such as:

  • The name
  • Description
  • Practice Area
  • Status (Open, Pending Closed)
  • Responsible and/or Originating Attorney
  • Accounts Receivable
  • Latest Bill Date
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