KCS - Where are Client Level Trust Amounts Displayed on the Matter Dashboard in New Clio?

Objective:

  • View Client Level Trust Funds on the Matter Dashboard in New Clio
  • Matter Dashboard in New Clio displays Trust Balances differently than in Previous Clio

Environment:

  • Clio Web App
  • New Clio

Additional Information:

n/a

Answer:

Matter level Trust Funds will be displayed directly on the Matter Dashboard under "Trust Funds". If the Client has client level Trust Funds a "View client level funds" link will appear in the  Trust Funds box (fig 1). Click on the link to view the Client level funds.

 

(Fig. 1)

Client_trust_2.jpg

 

 

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