Introducing The Law Community, the online community just for Clio customers. Sign up now.

What Does the New Client Funds Request Mean?

Objective:

  • New client funds request
  • New client funds request on Bills tab

Environment:

  • Clio Manage

Additional Information:

  • You will see this if you are on our EU or Canadian server. 

Answer:

  • This is the same as a Trust Request. 
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