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Does Clio Have A Way to Compare Revenue From Originating and Responsible Attorneys?

Objective:

  • Revenue Report comparison of Originating and Responsible Attorneys

Environment:

  • Clio Manage

Additional Information:

n/a

Answer:

At the moment Clio only allows you to choose by selecting a specific user, there is another report that breaks the Revenue report by Attorney the Fee Allocation Report

 

Screen_Shot_2021-06-30_at_9.00.24_PM.pngClio does not have an automatic way of doing this comparison, however you can do it manually. If you would like to place your vote with this feature request, please contact support at 1-888-858-2546 ext 2 or from the chat icon in your Clio account.

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