Do you have friends in your network who could benefit from Clio? Earn $250 for every friend that you refer! Find out how.

How Do I Get A Report for Matter Trust

Objective:

  • Obtain trust information for a specific Matter
  • Create a final statement of trust transactions for a specific Matter

Environment:

  • Clio Manage

Additional Information:

n/a

Procedure:

1. Locate the Matter in question > Transactions

2. Ensure the correct bank account is chosen from the dropdown on the left of the screen

3. Click Export > Export

.

 

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