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How Do I Find Out Which Matters Have Unbilled / Billable Activities?

Objective:

  • List of Matters with Billable Time / Expenses
  • Report for Matters with Billable Time / Expenses
  • Matters with Billables
  • Matters with unbilled Time / Expenses
  • I want a list of my Matters that have Billable Time
  • Report for Matters with unbilled Activities

Environment:

  • Clio Manage

Additional Information:

N/A

Answer:

You can run a Work in Progress Report, grouping the results by Client which will give you a list of every Client's Billable Activities broken down by Matter. For steps on how to Generate a Work in Progress Report, please see here

Alternatively, for a Quick View you can also go to Billing > New Bills to see your list of Billable Clients and their Matters. However this page is intended for Bill Generation and may not be as useful as the Work in Progress Report which you can export as a PDF or CSV if desired. This method will also not include individual entries and simply display the total amount of Billable Time per Matter under each Client.

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