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Where Can I Find Paid Trust Requests?

Objective:

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

Environment:

  • Clio Manage

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
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