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Insufficient Retainer Balances Report

Introduction

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

To Access Report

Go to Reports > Collection > Insufficient Retainer Balance

Report Details

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

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To preview the report, click view.

When ready, click download.

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Updated on July 8, 2019

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