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KCS - How to Create a Trust Request


  • Generate a Trust Request
  • Create a request for Trust funds
  • Retainer agreement
  • Create Trust or Retainer Receipt


  • Clio Web App
  • New Clio Experience

Additional Information:



New Clio 

  1. Select Create New 
  2. Select Trust Request 
  3. Enter the Client's name 
  4. Select the Balance Type. If you select Matter type, enter the Matter name. 
  5. Enter the Amount 
  6. Click Create trust request


Previous Clio

  1. Go to the page for the relevant Matter
  2. Click on New request (alongside Trust funds within the Financial section of the Dashboard tab)
  3. Enter the Amount and any other necessary details
  4. Click Create trust request
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