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Can I Generate the Statements of Account for Open Matters Only?

July 20, 2021 16:57

Objective:

To learn if it's possible to omit closed Matters from the Statements of Account

Environment:

Clio Manage

Additional Information:

n/a

Answer:

Not at this time. If you would like to see this functionality added to Clio, please let our support team know by chatting us from in the app, calling us at 1-888-858-2546 x2 or via email at support@clio.com.