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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 Manage

Additional Information:

For more information on the Trust Listing Report:

Answer:

Clio's Trust Listing Report is designed to give firms a Summary view of the Clients' Trust Balances across Accounts. It cannot be generated at the Matter level.

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