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