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 Manage

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 . Click on the link to view the Client level funds.