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Can Clio Connect Users Run Reports on their Matters?

Objective:

  • To determine if Clio Connect Users can find out information on their Matters
  • Can I run a Report on all monies I have given my Attorney

Environment:

  • Clio Web App
  • Clio Connect

Additional Information:

n/a

Answer:

No, there is no way for a Clio Connect user to run a Report of any kind.

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