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

Question:

  • 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?

Environment:

  • Clio Manage

Additional Information:

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

 

Answer:

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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