Objective:
- How to find the trust account balance in Clio
Environment:
- Clio Manage
Additional Information:
If you are unable to see your Trust account in the dropdown menu, it is likely that you have yet to create a Trust account in Clio. For steps on how to create a Trust account, see here.
Procedure:
- Navigate to the Matter or Client
- Click Transactions
- Choose the Trust Ledger
- Balance displayed at the bottom of table.