San Diego’s got 2020 vision. Get your pass to the Clio Cloud Conference, October 15-16, 2020, at Year End prices!

Can You Combine A Trust Request Into An Existing Bill?

Objective:

  • Can I generate one bill including trust request with general fees?

Environment:

  • Clio Web App

Additional Information:

n/a

Answer:

At this time, a trust request has to be generated separate from a bill. However, a Feature Reqeust has been created so feel free to contact Support at 1-888-858-2546 extension 2 to add your vote.

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