Learn from the best and brightest in legal, technology, and beyond! Join us at the 2019 Clio Cloud Conference — San Diego | October 21-22, 2019.

How to View Client Trust Balances for a Specific Date?

Objective:

  • View a snapshot of Client Trust Balances for a particular date 

Environment:

  • Clio Web App

Additional Information:

n/a

Procedure:

  1. Go to Reports and select the Trust Listing Report
  2. Fill out the options accordingly
  3. Select Custom under the Select Date Range
  4. The From Date should be set prior to the first transaction in the Trust Accounts
  5. Select the desired To Date
  6. Click Generate Report

 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality