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Creating a Trust Request Within a Matter


  • Create a Trust Request in a Matter
  • Generating a Trust Request from the Matter Dashboard


  • Clio Manage

Additional Information:

  • 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.


  1. Click New Request on the Matter Dashboard
  2. Fill out appropriate details for this request
  3. Click Save Trust Request


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