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Can I Track Evergreen Trust Funds in Contacts?

Objective:

  • Tracking trust amounts available under client contact 

Environment:

  • Clio Manage

Additional Information:

  • For information on tracking trust funds in Matters please click here

Procedure:

No, it is not possible to track Evergreen Trust Funds in Contacts, at this point in time. Evergreen trust funds can only be tracked in Matters, currently. If you would like this feature added please contact Customer Support to request.

 

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