- 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
- Clio Web App
- New Clio
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.