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How to Print a Client's Trust Transactions


  • See all of the transactions in a Client's trust account


  • Clio Manage

Additional Information:



  1. Go to Reports
  2. Click Trust Ledger Report 
  3. Enter the specific Client's name
  4. Click Generate Report
    1. When generating Report, please choose Output Format as CSV or PDF - Web version is just for quick reference and does not print the report in full


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