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KCS - What Information Does the Trust Listing Report Show?

Objective:

  • Learn what information the Trust Listing Report shows
  • Learn what the Trust Listing Report is used for

Environment:

  • Clio Web App

Additional Information:

For more information on the Trust Listing Report, click here

Answer:

Clio's Trust Listing Report is designed to give firms a:

  • Summary view of clients' Trust balances across accounts
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