Objective:

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

Environment:

• Clio Web App

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.

Answer:

Clicking the Approve and Apply Trust option will approve the Draft Bill and automatically apply any balance in Trust that clients have onto it at the same time.