How to Locate Funds with no Matter or Client attached

Objective:

  • Locating account funds in Operating or Trust 
  • Unlinked Transactions 

Environment:

  • Clio Manage

Additional Information:

n/a

Procedure:

  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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