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How to Locate Funds with no Matter or Client attached


  • Locating account funds in Operating or Trust 
  • Unlinked Transactions 


  • Clio Manage

Additional Information:



  1. Select the Accounts tab on the black bar 
  2. Open the Account in question 
  3. Select the Matter header column to sort your Matters
  4. Funds without a Matter or Client will display at the top of the page with no information within the Contact or Matter field


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