Can I Create a Trust Request for a Pending Matter?

Objective:

• If it is possible to generate a Trust Request for Matters with a status of Pending

Environment:

• Clio Web App

Additional Information:

Trust Requests can be created for both Pending and Open Matters. Trust Requests can not be created for Matters with a status of Closed.

Answer:

Yes, it is possible to create Trust Requests for Pending Matters.