2017

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KCS - How to Generate a Trust Request

Objective:

  • How to create a Trust Request

  • How to replenish trust

Environment:

  • Clio Web App

Additional Information:

You can generate Trust Requests when looking at the Bills tab, a Contact card, or a specific Matter. The instructions below are for generating this from the Bills tab.

Procedure:

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