- Client Funds Account Compliance
- Create Client Funds Requests
- Manage Client Funds Requests
- Approve and Send Client Funds Requests
- Record Payments on Client Funds Requests
- Record Client Funds Transactions
- Send and Manage Client Funds Receipts
- Reverse Client Funds Transactions
- Protect Client Funds
- Client Funds Reconciliation in Clio
- View Reconciliation Reports
- Void or delete a reconciliation
- Manage Client Fund Deposits
- Void Client Funds Cheque Payments
- Release Client Funds
- Set Up Evergreen Retainers
Client Funds Management
Manage client funds requests, transactions, and reconciliation