The Clio Cloud Conference isn't another webinar. Find out more and save your spot today.

Where Can I Find Paid Trust Requests?

Objective:

  • Locating Trust Requests
  • Find a Trust Request
  • Filter for Trust Requests

Environment:

  • Clio Web App

Additional Information:

You can view all Trust Requests by selecting the All tab from the Bills page in Step 2 instead

Procedure:

  1. Go to Bills
  2. Select Paid
  3. Click on Filters
  4. Under Type, select Trust Request
Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality