KCS - Is there a Trust Report by Responsible Attorney?

Objective:

  • A method to report out on Trust balances in Clio by Responsible Attorney

Environment:

  • Clio Web App

Additional Information:

  • 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.

Answer:

  • No, it is not possible to filter the Trust Listing Report or the Trust Ledger Report by Responsible Attorney.
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