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Why Are My Old Bills Showing Updated Trust Balances?


  • I looked up some old bills, but the trust account balance is showing the present balance. Why?
  • Why is my trust balance at zero on an old bill, when the trust balance had funds?


  • Clio Manage

Additional Information:

  • If you would like to view the balance of the trust account at the time that it was sent, please click on the 'Send Email Preview to Myself' for future reference. 



  • Clio's bills are live, meaning that they are updated to reflect the current matter/client trust balance.
  • They update as the funds are being used, even on past paid bills.


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