The 2020 Legal Trends Report is now available. Get the latest insights here.

Is There a Report that Includes all Time Entries Broken Down by Matter?

Question:

  • Is There a Report that Includes All Time Entries Broken Down by Matter?

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

Currently, Clio does not have a report that includes all time entries(billable and non-billable) broken down by matter. If you would like to request for this feature, please let our Support team know. The Support team can be reached by phone(1-888-858-2546 ext. 2) or by the Live Chat option available in Clio.

Workaround: generating a CSV export from within your activities dashboard and use the sort and filter options within a program like Microsoft Excel to group all activities and expenses by matter and running the sum formula to achieve the data you are looking for.  You can also run a Matter Productivity by User report. This report will provide a list of all billable and non-billable entries group by each user per matter.

 

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