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Can I Delete A Trust Request?

Objective:

  • Deleting a Trust Request

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

While a Trust Request is still in the Draft state, it can be deleted by clicking the Action button then selecting Delete. Once a Trust Request has been approved, but before a payment has been received, the request can be voided by clicking the Action button then selecting Void

  1. Navigate to the Trust Request 
  2. Clicking the Action button
  3. Select Delete
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