Objective:

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

Environment:

• Clio Manage

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