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How To Check Trust Account Balance

Objective:

  • How to find the trust account balance in Clio 

Environment:

  • Clio Web App

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:

  1. Navigate to the Matter or Client
  2. Click Transactions
  3. Choose the Trust Ledger 
  4. Balance displayed at the bottom of table. 

 

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