KCS - What is a Trust Request?

Objective:

  • To understand what a Trust Request is.

Environment:

  • Clio Web App

Additional Information:

Payments can be manually recorded on a Trust Request, or Clio Payments users can receive credit card payments directly into their trust accounts through our credit card processing partner, LawPay

You cannot bill services or expenses in a Trust Request.

Answer:

A Trust Request is a type of Bill in Clio that is used to request funds that will be deposited into a trust account. 

A Trust Request can be used to collect an initial deposit or retainer to trust, or to request top up amounts to your trust account. 

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