Objective:
- Add a description to a Trust Request line item
- How to add a note in the note field within a Trust Request
- How to add a description for a Trust Request
Environment:
- Clio Manage
Additional Information:
n/a
Procedure:
- Create a New Trust Request from the Matter, Bills page or Global Create New tab
- Click Add note
- Add a description for the Trust Amount
- Click Create trust request
- The description will now appear on the Trust Request