"Unable to Generate Trust Request. Try Again."

Issue:

• Can't generate a Trust Request

Environment:

• Clio Manage

Additional Information:

Please note, Trust Requests are only available on Boutique, Elite and Loyalty plans. 

Cause:

There is no Trust Account created in the Clio account.

Resolution:

1. Navigate to the Accounts tab
2. Select New Account
3. Select Trust Account under the Account Type dropdown
4. Enter in an Account Name
5. Scroll down to the bottom and select Create New Bank Account