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