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


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


  • Clio web app

Additional Information:

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


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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