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How Do I Add a Description to a Trust Request?

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:

  1. Create a New Trust Request from the Matter, Bills page or Global Create New tab
  2. Click Add note 
  3. Add a description for the Trust Amount
  4. Click Create trust request 
  5. The description will now appear on the Trust Request

 

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