Passes to the Clio Cloud Conference are $99. Invest in your firm's success today.

How Can I Tell If My Trust Request Has Been Sent?

Objective:

  • To learn if a Trust Request has been sent

Environment:

  • Clio Manage

Additional Information:

n/a

Answer:

The date on when the trust request was sent will populate in the 'Last sent' column. 

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