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Why Does my Client Have a Negative Trust Balance?

Objective:

  • Negative IOLTA balance appearing in Clio
  • Why is it showing a negative amount in Trust for my Client?

Environment:

  • Clio Manage

Additional Information:

n/a

Answer:

There are 2 possible reasons:

  1. The client level trust total balance does not equal to the sum of all of its matter trust balances
  2. A positive transaction was deleted
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