KCS - 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 

 

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