Trust Requests is available to subscribers of our Loyalty, Boutique, and Elite plans.
You can upgrade to the Boutique or Elite plan in the app, or if you’re interested in seeing how this feature can work for your law firm feel free to contact us by email or give us a call at 1-888-858-2546 (choose option #1).
Clio offers two general means of reporting on your information: Exports and Reports. This article details the export and reports that you can use to monitor your Trust Requests and trust payments.
Contents
Exporting Basic Information about Open or Paid Trust Requests
Reporting on Payments Made through Trust Requests
Exporting Basic Information about Open or Paid Trust Requests
You can filter any bill state to show only your Trust Requests by clicking on the "Filter" menu and selecting "Trust" in the "Type" field. Once you have filtered your Trust Requests, you can export that list of requests along with some basic information by clicking on the "Export" button.
When you filter from "All" and export the results as a CSV, the spreadsheet will sort your Trust Requests based on their various states - giving you a snapshot view of your open, overdue, and paid requests.
For tips and techniques on managing your Clio exports in MS Excel, please see our Excel tutorials.
Reporting on Payments Made through Trust Requests
Payments made on Trust Requests can be reported on using the Trust Ledger Report.
When recording a payment on a Trust Request, any payment information that you enter into the "Reference" or "Description" fields will appear on this report to allow you to reconcile payments.
