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How to Generate a Report that Lists all Services and Expense by Matter?

Objective :

  • Generate a Report that Lists all Services and Expense by Matter

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

Currently, Clio does not have a report that can be generated to list all services and expenses by matter. If you would like to request for this feature, please let our Suppor team know. The Support team can be reached by Phone at 1-888-858-2546 ext. 2 or by the Live Chat option available in Clio.

In the meantime, a workaround to this would be to perform an activity export via a CSV option and use a program like Microsoft Excel to sort and filter the results you are looking for.

 

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