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Can I Link a Payment Made via the Secure Payment Link to a Trust Request?

Objective:

  • Apply credit card payment made with the Secure Link to an approved Trust Request

Environment:

  • Clio Manage

Additional Information:

Payments made via the Secure Payment link will replace the need to create a Trust Request.

Answer:

Not at this time. If you would like to see this feature added to Clio, please contact support at 1-888-858-2546 (Ext 2) or email support@clio.com.

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