Learn from the best and brightest in legal, technology, and beyond! Join us at the 2019 Clio Cloud Conference — San Diego | October 21-22, 2019.

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

Objective:

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

Environment:

  • Clio Manage

Additional Information:

n/a

Answer:

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
Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality