The Clio Cloud Conference is happening October 26-29. Save your spot.

Who Can Receive Matter Budget and Trust Balance Notifications?


  • To explain what permissions are required for a User to be eligible to sign up for Matter Balance and Trust Balance Notifications
  • "One or more selected firm users do not have billing permissions or permission to view this matter" error shows up when adding a user under the Trust balance notifications section of editing a matter


  • Clio Manage

Additional Information:


There are two requirements for a user to appear as available to receive Matter Budget and/or Trust Balance Notifications:

  1. The user must have Accounts, Billing, or Admin permissions
  2. The user must have permission to view the Matter


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