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


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


  • Clio Web App

Additional Information:



In New Clio, Contingency Fee Matters will only display the Trust Funds and Outstanding Balance in the Dashboard once a reward has been entered. 


  1. Go to the Matter Dashboard
  2. Click Update Reward
  3. Enter Reward amount of $0 
  4. Save Reward


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