Why Would a Matter Not Show on the Matter Balance Summary Report

Objective:

  • Client missing from the Matter Balance Report

Environment:

  • Clio Web App

Additional Information:

n/a

Answer:

A Matter or Client will appear in the report only if the Matter has:

  • Any outstanding works in progress (unbilled, but billable time and/or expenses)
  • Any outstanding balances (bills with outstanding amounts owing)
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