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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
  • New Clio Experience

Additional Information:

n/a

Procedure:

From Bills:

  1. Go to the main Bills tab
  2. Click New trust request in the top right
  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 Create 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 Create 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 Create Trust Request
  7. Share the trust request with your client
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