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.