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Can I Show the Operating Account Balance on the Matter Dashboard?

Objective:

  • Show Retainer Funds Available in the Operating Account on the Matter page

Environment:

  • Clio Manage

Additional Information:

n/a

 

Answer:

Not at this time. Only trust account balance is visible on matter dashboard, not operating. You have to go to the matter dashboard and then click on Transactions subtab to view current operating account balance.

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