KCS - Matter Dashboards Don't Display the Trust Funds and Outstanding Balance Field

Issue:

  • Some of my Matters don't display the Trust Funds our Outstanding Balance under the Financial section on the Matter Dashboard in New Clio
  • Amounts in Trust do not display in Matter Dashboard for Contingency Fee Matters

Environment:

  • Clio Web App

Additional Information:

n/a

Cause:

 

Billing Rate Visibility is set to Limited or None

Resolution:

An Administrator can update this by taking the following steps: 

  1. Go to Settings
  2. Click Manage Users
  3. Click to Edit the profile of the user in question
  4. Select All from the Billing Rate Visibility dropdown
  5. Click Save New Information
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