Have you heard? We acquired Lexicata in the first milestone to creating a more advanced client engagement platform. Read more here.

KCS - Can I Generate the Trust Listing Report at the Matter Level?


  • Can I get a list of the amount of money in trust for each Matter?


  • Clio Web App

Additional Information:



No, the Trust Listing report can only be generated at the Client level.

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