Introducing The Law Community, the online community just for Clio customers. Sign up now.

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.

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality