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How to View Clients' Current Trust Balances


  • Show Client trust balances as of today


  • Clio Manage

Additional Information:

  • n/a


  1. Click Reports
  2. Click Trust Listing under the Client Reports section 
  3. For Select Date Range, choose Custom
  4. Leave the From field blank 
  5. Enter a date in the To field
  6. Click Generate Report  


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