KCS - What Information Does the Client Ledger Report Show?

Objective:

  • Learn what information the Client Ledger Report shows
  • Learn what the Client Ledger Report is used for

Environment:

  • Clio Web App

Additional Information:

For more information on generating the Client Ledger report, click here

Answer:

Clio's Client Ledger Report is designed to give firms a detailed view of a client's financial transactions including:

  • Payments, 
  • Payment sources
  • Transfers
  • Which matter and invoice those transactions pertain to
  • Total amount of funds applied
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