Are you a legal professional who needs help with your CARES Act government stimulus application? We’re here to help.

"Unable to Generate Trust Request. Try Again."


  • Can't generate a Trust Request


  • Clio Manage

Additional Information:



There is no Trust Account created in the Clio account.


  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


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