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How Far Back Does the Firm Dashboard Go?

Question:

  • How far back can I fetch information from Firm Dashboard?
  • For how many years can firm dashboard show the information? 

Environment:

  • Clio Manage

Additional Information:

  • To know more about Firm Dashboard, click here

Answer :

The Firm Dashboard presents data by your desired year (for the year to date and 2 prior calendar years to 2020), and can be adjusted with the date selector at the top of the page.

 

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