2017

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How do I create a Trust Request from inside a Matter in the new Clio Experience?

Objective:

  • Make a Trust Request in a Matter
  • Generating a Trust request from the Matter Dashboard

Environment:

  • Clio web app

Additional Information:

The new Clio experience changes the location of some buttons in Clio.

Answer:

The create new Trust Request button now resides on the Matter Dashboard, directly above the Current Trust funds balance, as a blue "New request" link.

 

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