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

How To Generate an Accounts Receivable Report by Responsible Attorney

Objective:

  • Create Accounts Receivable Report by Attorney
  • Generate AR Report by Responsible Attorney

Environment:

  • Clio Web App

Additional Information:

n/a

Procedure:

  1. Go to Reports
  2. Under Billing Reports, select Accounts Receivable
  3. Click Responsible Attorney
  4. Select the desired Attorney from the dropdown
  5. Make your additional desired selections 
  6. Click Generate Report

 

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