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Can I Send Trust Requests Without Clio Payments?

Objective:

  • Trust Requests without enabling Clio Payments

Environment:

  • Clio Manage

Additional Information:

  • For more information on Trust Requests click here.

Answer:

Yes, you can. All subscribers of the Boutique, Elite, and Loyalty plans can create Trust Requests and share them with their clients. You can then record payments made in trust manually through the request. 

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