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Make it easier for attorneys to review their matters with trust balances.
At least monthly.
I would like to see it grouped first by responsible attorney then by bank within each attorney. Thank you, Rehan.
Thank you for the suggestion, a question; there are scenarios where a firm has multiple trust accounts - in case the trust banking was grouped by Responsible Attorney, would we first group the report by bank, then the responsible attorney and display all the clients/matter associated to that responsible attorney?
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