KCS - How to Report on Time Entered by an Originating Attorney on Their Own Matters?

Objective:

  • How to export the Activities entered by a user for the Matters they are listed as an Originating Attorney on?

Environment:

  • Clio Web App

Additional Information:

While there is currently no report that directly shows the time entered by an Originating Attorney on the Matters they originated, you can generate a list of the Matters Originated by a specific user and then export the Activities entered by that user on those Matters. 

Procedure:

Part One:

  1. Go to the Matters tab
  2. Click Filters
  3. Enter the user's name into the Responsible Attorney Field
  4. Apply Filters
  5. Click Export

Part Two: 

  1. Go to the main Activities tab
  2. Enter the desired Date Range
  3. Click Filters
  4. Select the Attorney from the User drop-down menu
  5. Open the Matter drop-down menu
  6. Type in or select the first Matter on the list you generated in Part One
  7. Click Apply Filters
  8. Export this list in either a PDF or a CSV format
  9. Repeat steps 5-8 for all Matters on your list
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