KCS - How to tell if a Trust Request was Deleted

Objective:

  • Trust Request was deleted but doesn't show in the Firmfeed/Timeline

Environment:

  • Clio Web App

Additional Information:

How to access the firm feed
How to locate the Matter Timeline

Answer:

When a Trust Request is deleted, you will see it within the Matter Timeline or the Firm Feed as “updated” rather than “deleted”

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