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Can I Create a Trust Request for a Pending Matter?


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


  • Clio Manage

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.


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

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