This report shows an inventory of matters with the firm. The client list can be filtered in a number of ways to locate the desired client set.



To Access Report:


Go to Reports > Matter Activities > Client List


Report Details:


Matter Name: Check the box to view all matters. To choose a specific matter, uncheck all matters and type in the matter name. Check the box to view active matters only. Uncheck the box to view inactive matters.


Matter Owner: Choose all matter owners or a specific matter owner


Sort By: You can sort by client name, matter file number, or date opened.


Amount Billed:


From: You can type in an amount range for amount billed(for example, 200.00 to 800.00)


Date Range: The date range options you have are All Dates, Last Month, Last Year, This Month, and This Year


Date Opened:


Date Range: The date range options you have are All Dates, Last Month, Last Year, This Month, and This Year



To preview the report, click view.


When ready, click download.