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Can I Generate a Trust Disbursement Report?

Question:

  • How can I show a list of trust account disbursements that have not yet cleared?
  • Is there a way to easily track the disbursements of trust account payments?

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

Unfortunately, this feature is currently not available at this time. If you would like to request this feature, please reach out to our support team and let us know by Phone (1-888-858-2546 ext 2) or by the Live Chat option in Clio 

 

 

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