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Can My Clients See Their Trust Balance in Clio Connect?


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


  • Clio Connect

Additional Information:

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


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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