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Can I Filter the Trust Ledger by Matter Number or Matter Status?

Objective:

  • Can I run a Report to see Trust Funds by Matter Number or Matter Status?

Environment:

  • Clio Manage

Additional Information:

  • N/A

Answer:

At this time, the ability to filter the Trust Ledger Report by Matter Status (Open, Pending, Closed) is currently a feature request. Please contact Clio Support to add your vote. 
For the workaround please see How To Generate a Trust Ledger Report and Filter by Matter Number

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