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How To Close a Trust Request

Objective:

  • Closing a Trust Request in New Clio  

Environment:

  • Clio Web App

Additional Information:

n/a

Procedure:

  1. Open the Contact associated with the Trust Request 
  2. Select the Bills tab 
  3. Locate the Trust Request on the page 
  4. Select Close or Void below the Trust Request listed 

 

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