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When Should I Create a Trust Request?

Objective:

  • Why should I use a Trust Request? 
  • When to use a Trust Request
  • Why would I generate a Trust Request?

Environment:

  • Clio Manage 

Additional Information:

  • Trust Requests are used to request funds for a client retainer. It is not considered an invoice for services rendered.
  • Trust Request payments cannot be deleted or edited. 
  • Click here for the steps to create a Trust Request.

Answer:

  • The benefit of creating a Trust Request over simply recording a deposit is the paper trail that is created from a Trust Request invoice. The invoice allows you to give your client a receipt of the deposit. 
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