Objective:
- Understand figures on the Trust Ledger Report
- Obtain accurate totals for client trust balances
Environment:
- Clio Web App
Additional Information:
This can also occur in other situations, which may require further investigation
Answer:
- Generated for a Date Range without checking the box to Include Opening Balance, and deposit was made prior to the selected start date
- A negative balance exists somewhere in relation to the Client, either at the Client or Matter level