Tool 049

Matter Realization Snapshot

Compare recorded billable time and issued invoice amounts by currency, with visible exclusions and coverage limits.

What it does today

Read-only parallel recorded billable time and issued single-matter revenue invoice amounts by currency. Reported paid amounts and credits are not settlement proof, matched-period realization rates or inferred write-downs. Up to 300 activities and invoices; redacted, contingency and shared invoice evidence is disclosed.

How to use

In Clio, open Matterevo and choose Matter Realization Snapshot from the Tool Library. Use the search box or the Time & productivity 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

Compare recorded value, billed value, payments, write-downs, and outstanding balances. The current scope, including what the tool does not do, is listed under What it does today.

Matterevo works within your existing Clio permissions. Paying never grants additional Clio permissions.