Can I Create a Trust Request for a Related Contact and Link it to the Related Matter?

December 03, 2020 07:04

Objective:

Can I create a Trust Request for a Related Contact and have it deposited to the Related Matter?

Environment:

Clio Manage

Additional Information:

n/a

Answer:

Although you can create a Trust Request for the Related Contact you can not link it to the Related Matter. The Trust Request can only be linked to the Matter if you are creating the Trust Request for the Primary Contact.