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KCS - Do you have to Generate a Trust Request in Order to Put Funds into the Trust Account?

Objective:

  • Do I need a Trust Request to Accept Trust Funds?

Environment:

  • Clio Web App

Additional Information:

If you like to enter Trust Funds that you have been given directly, you can add them into the Transactions tab from the Client or Matter page.

For steps on adding funds to the Client, click here.
For steps on adding funds to the Matter, click here.

Answer:

No. 

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