Virtual meetup: How to Win and Retain Clients by Automating Communication. Register now.

Tracking Work in Progress

Question:

  • How to Track the Work in Progress? 
  • Where can I see the work that is in progress?

Environment:

  • Clio Manage 

Additional Information:

  • To see completed work such as Billed time or Collected time please use the Revenue Report here.

Answer:

The work in progress amount on the matter dashboard refers to the total value of billable activities that have not yet been billed to the client and can be found in the Activities sub-tab within the Matter. This gives you visibility into how much you can expect to bill the client.

The Work in Progress amount is the total value of all billable activities recorded on the matter that have not yet been billed. The value of activities that are on a draft or pending approval bill are included in the Work in Progress amount while activities on bills that are awaiting payment or paid are not included in the Work in Progress amount.

You can view the work in progress by doing the following: 

  1. Go to desired Matter
  2. Open up Matter Dashboard
  3. Please see Work in Progress 

 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality