KCS - What does 'New Request' mean under the Matter Trust Funds on a Matter Dashboard?

Objective:

  • To determine what "New Request" means on the Matter Dashboard

Environment:

  • Clio Web App

Additional Information:

n/a

Answer:

The "New Request" link will pop up a new Matter Trust Request window.  You can then generate the Trust Request and when paid, the funds would be deposited into the Transactions on the Matter level. 

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