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

Is the Fee Allocation Report Historical?

Objective:

  • Understanding the Fee Allocation Report

Environment:

  • Clio Manage

Additional Information:

  • For more information on historical reports, click here.
  • For more information on the Fee Allocation Report, click here.

Answer:

No, the Fee Allocation Report is not historical, meaning it is going to populate the results based on their current status, at the time that you generate the report.

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