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Is There a Report Showing All Time Entered and Available Trust Funds for a Client/Matter?

Question:

  • How do I see all Time Entries and Trust Funds for a Client?

Environment:

  • Clio Manage

Additional Information:

Answer:

The best option for a report like this would be our Trust Management Report. It is designed to give you a breakdown of unbilled activities and available trust funds.

 

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