Objective:

• Generate a Printed Record of a Client Trust Deposit

Environment:

• Clio Manage

Additional Information:

• n/a

Answer:

While Clio does not generate receipts, you can give your Client a record of their payment into Trust by

1. Creating a Trust Request,
2. Recording a Payment on it,
3. Printing out the Paid Trust Request.

This will show the Payment Date, Payment Amount, and the remaining Requested Balance of $0.

Here's how to Create a Trust Request