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Why Does the Trust Listing Report Show A Balance For My Client When They Have Used Up All Matter Trust Funds?


  • Resolve discrepancy in a Trust Balance
  • Locate the source of a Client's Balance


  • Clio Manage

Additional Information:



If a Matter's Trust Funds have been used up but the Report still shows a balance, there may be funds linked at the Client level.

To find out:

  1. Access the page for the specific Contact
  2. Navigate to the Transactions tab at the top of the page
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