The 2020 Legal Trends Report is now available. Get the latest insights here.

Can a Bill be Converted to a Trust Request?

Objective:

  • Can I change a Bill into a Trust Request?
  • Can Trust Requests turn into Invoices?

Environment:

  • Clio Manage

Additional Information:

  • You will have to Void/Delete the Bill and then generate a new Trust Request

Answer:

No, you will not be able to convert a Trust Request into a Bill and vice versa.

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