- Can you remove a Trust Request from the Contact-level and attach it to the Matter?
- Is it possible to change a Trust Request from Contact to Matter?
- Clio Manage
- Due to compliance rules in many jurisdictions, Trust Requests have limited edit capability in general.
No, it is not possible to edit a Contact-level Trust Request and change it to a Matter-level request. You would have to void the Trust Request and generate it again on the Matter.