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Can You Edit a Client Level Trust Request and Move It to a Matter?

Question:

  • 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?

Environment:

  • Clio Manage

Additional Information:

  • Due to compliance rules in many jurisdictions, Trust Requests have limited edit capability in general.

Answer:

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.

 

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