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Can I Change the Matter on a Trust Request?

Objective:

  • Edit the Matter on a Trust Request

Environment:

  • Clio Manage

Additional Information:

  • You are able to Void the Trust Request before payment is applied. Then create a new one for the preferred Matter. If there are Payments made to the Trust Requests, you can use the steps here in order to write off the balance: Write off a Trust Request

Answer:

Not at this time.

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