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What Does 'Approve and Apply Trust' Do?


  • Automatically apply Trust on Invoice
  • Transfer Trust to new Bills


  • Clio Manage

Additional Information:

  • When clicking Approve and Apply Trust to a Bill that does not have any Trust Funds available, the Bill will only be Approved.
  • For steps on how to do Approve and Apply Trust in Bulk click here.


Clicking the Approve and Apply Trust option will approve the Draft Bill and automatically apply any balance in Trust that the Client has to the Bill.

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