KCS - How do I Report on Open Matters that Have Not Been Billed Recently?

Objective:

  • Review Matters that don't have recent Bills
  • See stale, inactive Matters

Environment:

  • Clio Web App

Additional Information:

n/a

Procedure:

  1. Go to Reports
  2. Select Matters (under "Matter Reports")
  3. Select Open for the "Matter Status"
  4. Make any other selections needed
  5. Choose CSV for the "Output Format"
  6. Click Generate Report
  7. Download the report and open it in Excel
  8. Hit Ctrl and A on your keyboard simultaneously to select all populated cells
  9. Choose Insert from the ribbon at the top of the page
  10. Select Table
  11. Click OK
  12. Click on the down arrow in the Latest Bill column
  13. Choose to Sort Oldest to Newest OR apply Date Filters
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