KCS - Can I See Matter Level Account Totals in New Clio?

Objective:

  • Am I able to see the totals of Funds In, Funds Out and Balance in Matter Level Operating Accounts in New Clio?
  • Am I able to see the totals of Funds In, Funds Out and Balance in Matter Level Trust Accounts in New Clio?

Environment:

  • Clio Web App

Additional Information:

You can switch to Old Clio to access this information. 

Answer:

Not at this time. 

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