This article may be out of date!
Visit the New Knowledge Center

How do I see a Matter's Operating Account Balance?


  • Check the Operating Account balance for a Matter


  • Clio Manage

Additional Information:



  1. Go to a specific Matter
  2. Select Transactions
  3. Select the appropriate account from the menu at the lower-left
  4. View the transaction history and current Running balance.Screen_Shot_2022-07-19_at_5.03.38_PM.png
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