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Is There a Report that Displays Outstanding Client Balances and Their Trust Funds?

Objective:

  • Reporting on Trust account funds and overdue balances
  • Which Report Shows Money in Trust for Each Client as Well as Any Accounts Receivable Balances?
  • Report including Trust Balances and A/R
  • See outstanding receivables and amount in client account

Environment:

  • Clio Manage

Additional Information:

n/a

Answer:

Yes, generate a Matter Balance Summary Report and check the box Display Client Trust Balance

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