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How to Print a Client's Trust Transactions

Objective:

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

Environment:

  • Clio Manage

Additional Information:

n/a

Procedure:

  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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