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Clio for Co-Counsel was formerly called Clio Connect. (North American accounts only)
It remains Clio Connect for EMEA customers.
If you are looking for support articles on our enhanced client portal, Clio for Clients, access them here.

Internal messages were formerly called secure messages. (North American accounts only)
It remains Secure Messages for EMEA customers.

Can My Clients See Their Trust Balance in Clio Connect?

September 09, 2020 17:54

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.