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Creating a Trust Request Within a Matter

Objective:

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

Environment:

  • 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.

Procedure:

  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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