Objective:

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

Environment:

• 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

Answer:

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