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Why Is My Trust Ledger Report Balance Different Than My Matter Trust Balance?

Objective:

  • My Trust Ledger Report Balance doesn't match the transactions trust balance.

Environment:

  • Clio Web App

Additional Information:

For more information on how to transfer funds from Client to Matter level, click here.

For more information on how to transfer funds from Matter to Client level, click here.

Answer:

Trust funds can live either at a Client level or at a Matter Level. Please check both Transactions sub-tab under both Client and Matter level. 

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