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Can I Filter Out Clients with Trust Funds in Client Level From Trust Management Reports?


  • What does "Client Trust funds (not linked to a matter)" mean in Trust Management Reports?
  • Can I remove clients from Trust Manage Reports with no Trust Funds in a Matter?


  • Clio Manage

Additional Information:

  • For more information about the Trust Management Report, click here.



No, not at the moment.

If you would like to add your vote to this Feature Request, please contact us either through email, the in-app chat, or via our Clio Support Center at +1-888-858-2546 ext 2.


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