This article may be out of date!
Visit the New Knowledge Center

Can I Generate Statements of Account by Originating Attorney?


  • Run Statements of Account by Originating Attorney rather than Responsible Attorney


  • Clio Manage

Additional Information:

  • See here for instructions on how to generate Statements of Account
  • If you would like to see this option added to Clio, please contact Clio Support to request the feature


  • No, at this moment in time, Statements of Account can be generated only by Responsible Attorney
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