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Does the Matter Balance Summary Report Show Client Trust?

Objective:

  • To learn if the Matter Balance Summary report  displays the client trust balance when generated in CSV file format.

Environment:

  • Clio Manage
  • Excel

Additional Information:

n/a

Answer:

Yes. When generating the Matter Balance Summary Report:

  1. Check the box that says "Display Client Trust Balance" 
  2. Select "CSV" as Output Format.
  3. Open the downloaded file in Excel
  4. The Client Trust is located in column D. 
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