Announcing our final Keynote - Attorney Ben Crump! Save your spot for the Clio Cloud Conference.

Is There a Report That Lets Me Break Down My Revenue By Practice Area?

Objective:

  • To determine the percentage of revenue for all practice areas in a single report.
  • To determine practice area breakdown without having to use Excel to extrapolate data.
  • To create a Report that shows which Practice Area generates the most revenue.
  • To create a single report that compares practice area earnings.

Environment:

  • Clio Manage

Additional Information:

As a workaround, you can use an Excel equation to view billed amounts by Practice Area in relation to total revenue using the steps shown in this article: How to Determine the Percentage of Revenue by Practice Area.

Answer:

No, not at this time. If you would like to add your vote for this existing Feature Request, please contact our Support Team.

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality