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Can I Generate Statements of Account by Originating Attorney?

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
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