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Is there a Trust Report by Responsible Attorney?
- A method to report out on Trust balances in Clio by Responsible Attorney
- If you would like the ability to filter the Trust Listing Report or Trust Ledger Report by Responsible Attorney, please contact Clio Support to submit a feature request.
- A workaround is to create Practice Areas to assign to Matters based on Responsible Attorneys and then generate the Trust Listing Report or Trust Ledger Report by Practice Area.