We are excited to announce that the long awaited "Trust Requests" feature is now live. With this feature, you will be able to quickly prepare a Trust Request 'bill' that you can send to your clients to request an initial trust deposit or retainer, or to request a top up of trust funds.
Trust Requests can be paid manually by you (automatically adding a trust transaction to your trust ledger) or, for Clio Payments subscribers, credit card payments can be received directly into your trust bank account.
Trust Requests is available to all subscribers of our Loyalty, Boutique, and Elite plans.
Please join us on June 1st at 9:00 am PST for a discussion of trust workflow best practices including a demonstration of this new, highly demanded feature.
For detailed instructions on how to use the Trust Request feature, please see the new "Trust Request" section of the Support site.
For information about Clio Payments and credit card payments in Clio, please see our "Clio Payments" related articles.