- To understand what a Trust Request is.
- Clio Manage
Payments can be manually recorded on a Trust Request, or Clio Payments users can receive credit card payments directly into their trust accounts.
- For more information about recording payments, please see the How to add a payment to a Trust Request article.
- For more general information about Trust Requests, please see the Trust Requests FAQ article.
- For a Flat Fee Matter, with payment received upfront, more information can be found Here.
You cannot bill services or expenses in a Trust Request.
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.