How to use
- In Clio, open Matterevo and choose Invoice Snapshot from the Tool Library. Use the search box or the Billing & payments family filter to find it.
- Search or filter to narrow the records shown.
- Open a row to inspect the source record in Clio.
- Read the coverage notes. Where Matterevo cannot read a source, it says so instead of guessing.
Before you rely on it
Show recent bills, status, issue date, due date, balance, and latest payment in the matter panel. The current scope, including what the tool does not do, is listed under What it does today.