Objective:
- Generate a Trust Request
- Create a Trust Bill
- How to replenish Trust
- Create a request for Trust Funds
- Retainer Agreement
- Create Trust or Retainer Receipt
- Create a Client Funds Request
Environment:
- Clio Manage
Additional Information:
- Please note, you are unable to delete Trust Request Payments so please record them accurately, see here for more information
- For more information on the difference between Client and Matter level funds, please see this article
Procedure:
From Billing
- Click Billing on the left sidebar
- Click on the drop-down arrow next to New bills and select New trust request
- Populate the Client field
- Select either the Client or Matter for the Balance type
- Populate the Matter field if you selected "Matter" as the Balance type
- Enter the Amount
- Optionally:
- Adjust the Issue Date and Due Date
- Click Add note to include details which will be visible in the Notes section of the request
- Check the box to Skip the trust request approval process if you would like to have this instantly approved
- Click Save trust request
- Share the trust request with your client
From a Matter:
- Access the specific Matter
- Click on New request (in the "Financial" section of the Dashboard tab)
- Select either the Client or Matter for the Balance type
- Enter the Amount
- Optionally:
- Adjust the Issue Date and Due Date
- Click Add note to include details which will be visible in the Notes section of the request
- Check the box to Skip the trust request approval process if you would like to have this instantly approved
- Click Save trust request
- Share the trust request with your client
From a Client:
- Access the specific Contact
- Click New Trust Request at the top-right corner of the page
- Select either the Client or Matter for the Balance type
- Populate the Matter field if you selected "Matter" as the Balance type
- Enter the Amount
- Optionally:
- Adjust the Issue Date and Due Date
- Click Add note to include details which will be visible in the Notes section of the request
- Check the box to Skip the trust request approval process if you would like to have this instantly approved
- Click Save Trust Request
- Share the trust request with your client