KCS - 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

 

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