Can I Generate Statements of Account by Originating Attorney?

March 11, 2019 22:13

Objective:

Run Statements of Account by Originating Attorney rather than Responsible Attorney

Environment:

Clio Web App

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

Answer:

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