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

Objective:

  • Trust Funds available for a Matter
  • Current Trust Balance for Matter
  • Why is the "Trust funds" balance on the Matter higher than the amount under the Transactions tab within the Matter?

Environment:

  • Clio Web Apps

Additional Information:

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

Answer:

Trust Funds in the Matter Dashboard will show total Client Trust Funds available on that specific Matter. It includes Trust Funds at the Client level plus Trust Funds linked to the Matter that you are currently viewing.

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