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.

Is there a Report that Shows Trust Balances and Practice Area?

Objective:

  • I want the Trust Listing Report to show Practice Area

.Environment:

  • Clio Web App

Additional Information:

n/a

Answer:

The Trust Ledger Report shows all the info that the Trust Listing shows, and more, including the Practice Area

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