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Can I Request a Trust Replenishment on an Invoice I'm Sending my Client for Services?

Objective:

  • Can a Retainer Replenishment Request be added to a Revenue Bill?
  • Can I Request Trust Funds From a Bill

Environment:

  • Clio Manage

Additional Information:

For steps on how to issue a Trust Request, please see here.

Answer:

Not at this time.

However, you can issue a separate Trust Request for requesting funds into the Trust Account.

Please contact our Support Team to vote for this feature.

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