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.

How do I Find my Escrow Balance?

Objective:

  • To find out the balance of the Trust Account.

Environment:

  • Clio Web App
  • Accounts

Additional Information:

n/a

Procedure:

  1. Navigate to the Accounts tab
  2. View Trust Account balance
  3. Clicking the Trust Account will show a list of transactions

 

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