KCS - Why Are Some Users Not Available in the Responsible Attorney Filters for Reports?

Objective:

  • Why can't I find the Responsible Solicitor that I am looking for when creating a Report? 

Environment:

  • Clio Web App
  • ...

Additional Information:

How To Change Attorney/Non-Attorney Status

Answer:

Only users with the Attorney or Solicitor "Subscriber Type" (also referred to as "Subscription Plan") can be selected in this field for Reports

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