KCS - 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

Environment:

  • Clio Web App

Additional Information:

n/a

Procedure:

  1. Go to the main Bills tab
  2. Select the New Trust Request button in the top right
  3. Populate the Select a Client field
  4. Select either the Client or Matter for the Balance Type
  5. Populate the Matter field if you selected Matter as the Balance Type
  6. Enter the Amount
  7. Adjust the Issue Date and Due Date if needed
  8. Check the box to Skip the trust request approval process​ if you would like to have this instantly approved
  9. Select the green Create Trust Request​ button
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