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KCS - What Information Does the Trust Ledger Report Show?

Objective:

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

Environment:

  • Clio Web App

Additional Information:

For more information on generating a Trust Ledger Report, click here

Answer:

Clio's Trust Ledger Report is designed to give firms a detailed view of:

  • Client Trust account transactions across Clio
  • Matter Trust account transactions across Clio 
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