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Tool 050

Work-in-Progress Dashboard

Review current matter time and expenses not yet on bills, filter by user or age and inspect source records.

What it does today

Current-matter billable time and expenses not on bills, grouped by currency with user/age filters, source drill-down and explicit redaction coverage; firm-wide matter/client grouping and saved views pending.

How to use

  1. In Clio, open Matterevo and choose Work-in-Progress Dashboard from the Tool Library. Use the search box or the Time & productivity family filter to find it.
  2. Search or filter to narrow the records shown.
  3. Open a row to inspect the source record in Clio.
  4. Read the coverage notes. Where Matterevo cannot read a source, it says so instead of guessing.

Before you rely on it

Show unbilled time and expenses by user, matter, client, and age. 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.