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How to Change the Wording for a Trust Request

Objective:

  • Alter the title of a Trust Request

Environment:

  • Clio Manage

Additional Information:

n/a

Procedure:

  1. Go into Settings
  2. Click on Billing in the third column
  3. Select the Bill Themes sub-tab
  4. Select the image of the Bill Theme
  5. Click on Localizations
  6. Select Trust Requests Information in the second column
  7. Alter any relevant information
  8. Click the green Save button in the top right
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