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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
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