| Activities | |
| Expenses
by Client | Report to show Expense items
sorted by Client. |
| Expenses
by Expense Category | Report to show Expense items
sorted by Expense Category. |
| Expenses
by Matter | Report to show Expense items by
Matter. |
| Expenses
by Timekeeper | Report to show Expense items by
Timekeeper. |
| Time
Entries by Client | Report to show Time Entries by
Client. |
| Time
Entries by Matter | Report to show Time Entries by
Matter. |
| Time
Entries by Timekeeper | Report to show all Time Entries
by Timekeeper. |
| Expenses
In Progress by Client | Report to show unbilled Expense
items sorted by Client. |
| Expenses
by Expense Category This Month | Report to show Expense items for
the month sorted by Expense Category. |
| Time
Entries This Month by Timekeeper | Report to show Time Entries this
month by Timekeeper. |
| Billing | |
| Aging
Accounts Receivable | Report that shows bills awaiting payment that are overdue. |
| All
Invoices by Client | Report to give a detailed
view of which invoices are Open, Past Due and Paid by Client. |
| All
Invoices by Matter | Report to give a detailed
view of which invoices are Open, Past Due and Paid by Matter. |
| Clio's
Accounts Receivable Report | Report to help firms
determine amounts outstanding on all Open and Past Due invoices on
a per-user, per-client and per-matter basis. The report details amounts
due on approved outstanding invoices, partial payments made towards
those amounts, and credit notes applied to invoices. |
| Clio's
Billing History Report | Report to show a detailed view
of which invoices are Open receivables, which are Past Due receivables, and
which invoices have been Paid. This is to provide the attorney a history of
invoicing for their clients. |
| Invoices
Due by Client | Report to show which invoices
are Open and Past Due by Client. |
| Invoices
Due by Matter | Report to show which invoices
are Open and Past Due by Matter. |
| Collections | |
| All
Payments by Client | Report to show payment
transactions by Client, includes payments, matter and invoice they pertain
to. |
| All
Payments by Matter | Report to show payment
transactions by Matter, includes payments, matter and invoice they pertain
to. |
| Collections
This Year by Practice Area | Report to show Collections this
year by Practice Area. |
| Collections
This Year by Responsible Attorney | Report to show Collections this
year by Responsible Attorney. |
| Fee
Allocation Report by Matter | Report gives firms a detailed
view of the time and expenses each user has billed on an invoice. This can be
used to determine proportional payment for each attorney working on a Matter. |
| Fee
Allocation Report by Timekeeper | Report gives firms a detailed
view of the time and expenses each timekeeper has billed on an invoice. This
can be used to determine proportional payment for each attorney working on a
Matter. |
| Contacts | |
| Client
Mailing List | Report that gives Client Mailing
address information, including street, city state and zip code. |
| Clio's
Contact Information Report | Report that gives a quick
breakdown of which clients are attached to which matters with basic contact
information such as the primary phone number and primary email address. This
is based on client contact information. |
| New
Clients This Month | Report gives details on new
clients with a First Matter date in the current month. |
| New
Clients This Year | Report gives details on new
clients with a First Matter date in the current calendar year. |
| Related
Contacts by Client | Report that gives details for all related contacts grouped by Client. |
| Related
Contacts by Matter | Report that gives details for all related contacts grouped by Matter. |
| Related
Contacts Mailing List by Client | Report that gives related contact mailing address information, including street, city state and zip code. |
| Matters | |
| Abandoned
Matters | Report that shows all Matters
that are abandoned. |
| All
Pending Matters | Report that shows the Matters
that are pending. |
| Clio's
Matter Report | Report is designed to give firms
a quick breakdown of certain information on Matters, such as the name,
description, status, and the Accounts Receivable. |
| Flat
Rate Matters Profitability Report | |
| Matters
Closed Last Month | Report that shows the matters
closed during the previous month. |
| Matters
Closed Last Quarter | Report
that shows the matters closed during the previous quarter. |
| Matters Closed Last Year | Report that shows the matters
closed during the previous year. |
| Matters Closed This Month | Report that shows the matters
closed during the current month. |
| Matters Closed This Quarter | Report that shows the matters
closed during the current quarter. |
| Matters Closed This Year | Report that shows the matters
closed during the current year. |
| Matters Closed This Year by Practice Area | Report that shows the matters
closed during the current year by practice area. |
| Matters Opened Last Month | Report
that shows matters opened during the previous month. |
| Matters Opened Last Quarter | Report
that shows matters opened during the previous quarter. |
| Matters Opened Last Year | Report
that shows matters opened during the previous year. |
| Matters Opened This Month | Report
that shows matters opened during the current month. |
| Matters Opened This Quarter | Report
that shows matters opened during the current quarter. |
| Matters Opened This Year | Report
that shows matters opened during the current year. |
| Matters Opened This Year by Practice Area | Report
that shows matters opened during the current year by Practice Area. |
| Productivity | |
| Clio's Work in
Progress Report | A detailed view of unbilled activities (time and expenses) including those on draft bills or bills pending approval. Activities on bills that are awaiting payment or have been paid will not show up on this report. |
| Revenue | |
| Client
Activity Report - Billed vs Unbilled | Report showing billed versus unbilled activities by client. |
| Clio's Client Activity Report - Billed | A view of the billed activities (time and expenses) for the matters of specific clients or across all matters. |
| Clio's Client Activity Report - Unbilled | A view of the unbilled activities (time and expenses) for the matters of specific clients or across all matters. |
| Revenue Report by Timekeeper (Billed
Only) | Report showing billable activities only that have been billed. |
| Revenue Report by Timekeeper This Year
(Billed Only) | Report showing billable activities only that have been billed during the current year. |
| Tasks | |
| Clio's
Task Progress by User Report | An overview of the number of tasks each firm user has in each status (pending, in progress, in review, completed, total), time estimates, and actual time tracked. |
| Overdue Tasks | Report showing tasks that are not complete and are overdue. |
| Tasks In Progress by User | Report showing tasks marked as in progress grouped by user. |
| Today's Calendar Events | Report listing calendar events for current day. |
| Trust | |
| Clio's
Trust Management Report - Amount in Trust | An overview of unbilled activities (time and expenses), trust account balances, and minimum trust thresholds. This report can be used to compare billable work against trust fund holdings. |
| Trust
Balance and Replenishment Comparison |
Report showing trust account balances and any minimum thresholds |