KCS - How to Write Off a Portion of a Trust Request Balance


  • How to lower the amount billed on a Trust Request Bill
  • Adjust a Trust Request to reduce the request amount


  • Clio Web App

Additional Information:

If the Trust Request has been approved, you must have the Allow editing of approved Bills and Trust Requests option enabled in your account. Click here to learn more.


  1. Go to the main Bills page and locate the desired Trust Request
  2. View the Trust Request Bill
  3. Select More Actions and Edit 
  4. Enter the new amount in the Amount ($) field
  5. Select Save Trust Request


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