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How are Trust Funds on the Matter Dashboard Calculated in Clio?

Objective:

  • Trust Funds available for a Matter
  • Current Trust Balance for Matter
  • What does the Matter Trust Funds in the Matter Dashboard show

Environment:

  • Clio Manage 

Additional Information:

This refers to the value displayed under Trust Funds in the Financial Section of a Matter Dashboard in Clio.

Answer:

Trust Funds in the Matter Dashboard will show total funds in Trust for the Matter level, it should match the "Running Balance" in the Matter Transaction page for the Trust account.

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