San Diego’s got 2020 vision. Get your pass to the Clio Cloud Conference, October 15-16, 2020, at Year End prices!

What Report Shows Work in Progress and Trust Balances?


  • How do I see WIP and trust amounts?


  • Clio Web App

Additional Information:



The Matter Balance Summary Report, when the option to "Display Client Trust Balance" was selected

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