Learn from the best and brightest in legal, technology, and beyond! Join us at the 2019 Clio Cloud Conference — San Diego | October 21-22, 2019.

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


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


  • Clio Manage

Additional Information:



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.

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality