Learn from the best and brightest in legal, technology, and beyond! Join us at the 2019 Clio Cloud Conference — San Diego | October 21-22, 2019.

How To View Trust Fund Balances for Closed Matter

Objective:

  • Can I see if any of my closed Matters have Trust Funds balances? 
  • Is there a Report that displays Trust information for Closed 

Environment:

  • Clio Web App

Additional Information:

n/a

Procedure:

  1. Select Reports 
  2. Select Matter Balance Summary 
  3. In the Matter Status field select Closed 
  4. Select Display Client Trust Balance
  5. Select Generate Report 

 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality