- A method to report out on Trust balances in Clio by Responsible Attorney
- Clio Web App
- If you would like the ability to filter the Trust Listing Report or Trust Ledger Report by Responsible Attorney, please contact Clio Support to request this feature.
- 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.
- The Trust Management Report can be run for a specific Responsible and/or Originating Attorney