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How to See a Client's Trust Transactions

Objective:

  • To see payments towards Trust Account
  • How to view transactions in Trust for a particular Client
  • Client Trust Transactions 
  • Matter Trust Transactions

Environment:

  • Clio Manage

Additional Information:

n/a

Procedure:

1. Click on the Contacts/Matter tab in the main navigation bar

2. Locate the Client/Matter in question

3. Click on the Transactions sub-tab under the contact information

4. Choose the correct account from the ledger dropdown on the left-hand side of the screen

 

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