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Client Trust Report
Updated over a week ago

The Client Trust Report allows you to view all the trusts for your cases and see the total trust balance for the entire firm.

You can keep track of the credits, debits, and balances for each case’s trust.

  • Filter by Case Type, Case Status, Case Status Category, Primary Worker, Lead Attorney, Lien Negotiator or Balance with the drop downs.

  • Click the dropdown arrow to the right of the case to view case details, the case assignments or add a note or a task.

  • Search for a case with the search bar.

  • Sort by a specific column by clicking on the arrows next to the column heading.

  • Export this report to Excel or CSV by clicking the "Export" button on the righthand side.

  • This is a permission based report. If you do not have access please contact your firm administrator.

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