KCS - Which Reports Can I Generate By Practice Area?

Objective:

  • Report on a specific Practice Area

Environment:

  • Clio Web App

Additional Information:

n/a

Answer:

  • Accounts Receivable
  • Billing History
  • Matter Balance Summary
  • Invoice Payments Report
  • Client Activity
  • Client Ledger
  • Trust Ledger
  • Trust Management
  • Trust Listing
  • Work in Progress
  • Bank Account Activity
  • Matter Report
    • can also be grouped by Practice Area
  • Matter by Responsible Attorney
  • Contact Information
  • Productivity by Client
  • Productivity by User
  • Revenue Report
  • Originating Attorney Revenue Report*
  • Fee Allocation*

*on Elite plan only

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