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Can Clio Auto Generate and Send Specific Client Trust Ledger Reports?

 Question:

  • How Do I Automatically Generate and Send Trust Balances to my Clients?
  • Can I have Clio automatically make and email my client's their trust balances?

Environment:

  • Clio Manage

Additional Information:

  • n/a

 

Answer:

  • Currently, this feature is not available at this time. If you wish to see this feature in Clio, please submit a Feature Request via email to support@clio.com, 
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