Objective:

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

Environment:

• Clio Web App
• Excel

Additional Information:

n/a

Answer:

Not at this time. To let us know you're interested in having this functionality added to Clio, please let us know by calling 1-888-858-2546 x2 or emailing support@clio.com