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How Can I Confirm a Payment has been Linked to a Matter Already?

Question:

  • To find out how to confirm a Payment has been linked to a Matter

Environment:

  • Clio Manage

Additional Information:

Answer:

If it was a Trust Payment, the funds will appear when viewing the Matter dashboard.  If the funds were kept in the Operating/Client account, you can click into the Transactions subtab on the top and choose the Operating account from the drop down on the left. The deposited amount will show in the running balance. 

 

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