The 2020 Legal Trends Report is now available. Get the latest insights here.

Is There a Report That Shows Trust Balances at Both the Client and Matter Levels?

Objective:

  • n/a

Environment:

  • Clio Manage

Additional Information:

Answer:

The Trust Management Report shows Trust Balances at both Client and Matter Levels.

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