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Insufficient Retainer Balance Report

This report shows clients whose matter retainer balances have fallen below minimum required balances.

To access the report, go to Reports > Collection > Insufficient Retainer Balance

Report Filters

  • Sort By: You can sort by client name, matter, matter file number, or date opened.

View/Download

Click View to preview the report or to download, select the preferred format (Excel/pdf) and click Download.

Learn more about generating reports.

Sample Report 

Updated on November 19, 2021

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