Are you a legal professional who needs help with your CARES Act government stimulus application? We’re here to help.

I Can't Find a Trust Request I Just Created


  • Unable to locate a Trust Request recently created for a customer 


  • Clio Web App

Additional Information:



The Trust Request is associated to the Client, but the user is looking at the Matter level 


  1. Open the Contact Card or Client page 
  2. Select Bills 


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