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