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Can I Generate a Fee Allocation Report for Flat Fee Matters?

Objective:

  • Flat Fee Matters showing on the Allocation Report 

Environment:

  • Clio Manage

Additional Information:

Note: Since you can only assign an Activity to one user, at this time the Fee Allocation Report will not accurately reflect instances where Flat Rate Matters are worked on by multiple users. 

Answer:

  • Yes, the Fee Allocation Report will display Flat Fee Matter information. 

To generate a Fee Allocation Report:

  1. Click on Reports
  2. Scroll down to "Revenue Reports" section
  3. Click on Fee Allocation Report
  4. Adjust any relevant fields
  5. Click Generate Report
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