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KCS - How to See a Client's Trust Transactions

Objective:

  • How to view a paid Trust Request

Environment:

  • Clio Web App

Additional Information:

n/a

Procedure:

To see a payment to a Trust Request:

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

2. Locate the Client in question and click on their name

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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