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Can I Include a Detailed Statement of Account on a Trust Request?


  • Can I Display Balance details for Outstanding Invoices on a Trust Request?


  • Clio Manage

Additional Information:

  • The Detailed Statement of Account only available for Bills however, you can include a Statement of Account on your Trust Request.


No, not at this time. If you would like to add your vote to this feature request, please contact Clio Support

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