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.