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Can I Change the Title of a Trust Request?

Objective:

  • Changing the wording of a Trust Request 
  • Modifying Bill Request Title
  • Updating the verbiage on a Bill Theme

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

  1. Go to Settings
  2. Click Billing
  3. Select Bill Themes
  4. Click on the theme you'd like to Edit
  5. On the Edit Bill Theme page, select Localization 
  6. Select Trust Request Information 
  7. In these fields, type in the wording as you would like it to appear on your Trust Requests (i.e. Retainer Agreement/Client Funds Request, etc.)
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