Learn from the best and brightest in legal, technology, and beyond! Join us at the 2019 Clio Cloud Conference — San Diego | October 21-22, 2019.

How to View a List of All Available Trust Funds by Client


  • Report on Client Trust Account balances
  • Find all Clients with funds in their Trust Account


  • Clio Web App
  • Reports
  • Trust Accounting

Additional Information:

This will display a snapshot of current Trust Balances.   


  1. Go to the Reports page
  2. Select Trust Listing under the Client Reports section
  3. Uncheck Show clients with a zero balance
  4. Select desired Output Format
  5. Select the Generate Report button 


Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality