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How to Create a Trust Request

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

Procedure:

From Billing

  1. Click Billing on the left sidebar
  2. Click on the drop-down arrow next to New bills and select New trust request 
  3. Populate the Client field
  4. Select either the Client or Matter for the Balance type
    • Populate the Matter field if you selected "Matter" as the Balance type
  5. Enter the Amount
  6. 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
  7. Click Save trust request
  8. Share the trust request with your client

From a Matter:

  1. Access the specific Matter
  2. Click on New request (in the "Financial" section of the Dashboard tab)
  3. Select either the Client or Matter for the Balance type
  4. Enter the Amount
  5. 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
  6. Click Save trust request
  7. Share the trust request with your client

From a Client:

  1. Access the specific Contact
  2. Click New Trust Request at the top-right corner of the page
  3. Select either the Client or Matter for the Balance type
    • Populate the Matter field if you selected "Matter" as the Balance type
  4. Enter the Amount
  5. 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
  6. Click Save Trust Request
  7. Share the trust request with your client
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