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

Objective:

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

Environment:

  • Clio Web App
  • Reports
  • Trust Accounting

Additional Information:

This will display a snapshot of current Trust Balances.   

Procedure:

  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 

 

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