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