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