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Where Can I See the Last Activity Date in the Trust Account for Each Client?

Objective:

  • View date of last transaction in Trust by Client
  • How to view the last Activity date in a Trust account by Client

Environment:

  • Clio Manage

Additional Information:

For more information on the Trust Listing Report, click here.

Answer:

Generate a Trust Listing Report and refer to the Last Activity Date column.

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