KCS - Issue: Unable to Remove Last "Outstanding Trust Request" Section on a Multi-Matter Trust Request

Issue:

  • Unable to remove final "Outstanding Trust Request" section of a Multi-Matter Trust Request

Environment:

  • Clio Web App

Additional Information:

n/a

Cause:

When a Multi-Matter Trust Request is created, a section for "Outstanding Trust Request" inadvertently appears at the bottom of the Trust Request, and no change to Bill Themes will remove it.

Workaround:

Create a Client-level Trust Request, then transfer funds using Transactions from Client to Matter level. 

 

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