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