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.