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Is there a Report that Includes Client Trust & Client Operating and Outstanding Balances

Question:

  • How do I produce a Report that shows all Client Funds and Outstanding Balances?
  • Does Clio have a report that includes all Client Funds and Outstanding Balances?

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

  • At this time, there is no one report that combines all of that information
  • In order to compile this information, you will need to combine two reports:
  • If you produce both reports as CSV spreadsheet files, you can combine the required information on one sheet.
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