Client List Report

Introduction

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.

Other Client List Exports

Not what you’re looking for? If you need to export other information, like contact addresses, Take a look at How to Export Contacts from CosmoLex

Updated on October 3, 2018

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