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Can you Refund Trust Requests?

Objective:

  • Why can't I delete a Trust Request payment?

Environment:

  • Clio Manage
  • LawPay

Additional Information:

  • Trust Requests cannot be refunded on Clio as it goes into a Trust account, which requires stricter oversight than a deposit in the operating account. 
  • For steps on how to refund Trust Request payment within LawPay and reflect this within Clio, please see this article.

Answer:

You can refund Trust Request payments if you sign into LawPay and do a refund from there [click here for steps]. This will be the only time that LawPay will debit your Trust Account. 

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