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Is it Possible to View Trust Balances from the Billable Clients area?

Question:

  • Is it Possible to View Trust Balances from the Billable Clients area

Environment:

  • Clio Manage

Additional Information:

  • n/a

 

Answer:

Currently, it is not possible to view trust balances from the billable clients area. If you would like to request for this feature, please feel free to let our Support team know. The Support team can be reached by Phone (1-888-858-2546 ext. 2) or by the Live Chat option available in Clio.

 

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