Objective:
- Report on a specific Practice Area
- Reports
- Practice Area
- Clio Reports
Environment:
- Clio Manage
Additional Information:
- For further information on Reports, please see the following: Clio Reports
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