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Where Can I View Client Funds?

Question:

  • Where can i see the surplus amount in a Clients Matter?
  • View Trust funds
  • View Client Operating funds
  • I want to see the money my Client has on their Matter

Environment:

  • Clio Manage

Additional Information:

  • If you don't see funds in the Transactions tab on the Matter as you expected. Click on the Clients name and check the Transactions tab there.  Funds can be added on the Matter and Client level. 

Answer:

If you click into the Transactions tab of the Matter, you can choose the appropriate bank account on the left hand side drop down men. 

 

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