Can My Clients See Their Trust Balance in Clio Connect?

Objective:

  • Are Clio Connect users able to see the amount they have in Trust?
  • Can my client see their Trust balance in Clio Connect?

Environment:

  • Clio Connect

Additional Information:

Can My Client Add Funds to Their Clio Connect Account Without a Bill or Trust Request?

Answer:

No, Clio Connect users are not able to see their Matter or Client Trust balances in Clio Connect. If you'd like the Client to see this information, you're able to display a Client's Trust Ledger on a Bill

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