Learn from the best and brightest in legal, technology, and beyond! Join us at the 2019 Clio Cloud Conference — San Diego | October 21-22, 2019.

Are Outstanding Trust Requests Included in Summary of Accounts Setting Within My Bill Theme?


  • Trust Request owing included in Summary of Accounts option within Statement of Accounts in Bill Theme


  • Clio Web App

Additional Information:

There is currently no option to disable this feature.


Yes, outstanding Trust requests (Awaiting Payment) are included in the Summary of Accounts formula within your Bill Theme.

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