2017

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KCS - 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. 

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