KCS - 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 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

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