- Create a Trust Request in a Matter
- Generating a Trust Request from the Matter Dashboard
- Clio Manage
- The New Request button resides on the Matter Dashboard, directly below the Matter Trust Funds balance.
- Once the Trust Request has been created, it will appear as a Bill in either the Draft or Unpaid tab, depending on the preferences you have selected.
- Click New Request on the Matter Dashboard
- Fill out appropriate details for this request
- Click Save Trust Request