San Diego’s got 2020 vision. Get your pass to the Clio Cloud Conference, October 15-16, 2020, at Year End prices!

How to Share a Trust Request via Clio Connect


  • Share a Trust Request using the portal


  • Clio Web App
  • Trust Request

Additional Information:



  1. View Trust Request
  2. Click Share
  3. Type in the Contact you want to share with and select them from the suggestion menu
  4. Click Share via Clio Connect
  5. Click Share Trust Request


Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality