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