Open matters by attorney
Group open matters by responsible attorney and count each group to inform a workload discussion. Matter counts alone do not measure complexity or capacity.
CUSTOM CLIO REPORTS / MATTERS
Clio matter reporting.
See the workload.
How are open matters distributed across your firm? Build a view around the attorneys, practice areas, and statuses that matter to your next conversation.
Available in all Clio regions: US, EU, CA, and AU.
QUESTIONS TO EXPLORE
Turn a matter list into context.
Practice-area mix
Compare matter counts across available practice-area fields. Use filters to focus on the parts of your practice you want to understand.
A focused status view
Filter by available matter statuses and dates to shape a report for an operational review rather than scanning every matter.
TRY AN AI-ASSISTED BRIEF
Start with a specific question.
“Create a table of open matters grouped by responsible attorney, showing each attorney's matter count. Use only the tables and fields in the brief.”
Export a schema-based brief from ReportZone to your existing AI chat client, then import and review the generated definition. AI output can be incorrect or unsafe: inspect SQL and JavaScript before execution and verify the results.
These are reporting examples, not prebuilt-report or field-availability guarantees. Results depend on your configured sources, permissions, and loaded data. Loaded data is a snapshot, not a live feed. Regional availability is not a data-residency or compliance guarantee.