2017

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KCS - 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

 

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