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Which Bill State do the Bills Have to be in to Bulk Apply Trust?

Objective:

  • Confirming which Bill sections you can choose to approve and bulk apply Trust from

Environment:

  • Clio Manage

Additional Information:

n/a

Answer:

The Bills will need to either be within Draft, Pending Approval, or Awaiting Payment. For more information on the steps of doing this please see this article here.

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