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How do I See All Trust Requests for a Particular Client?

Objective:

  • See all the Trust Requests I generated for a Client
  • See Trust Invoices
  • View my Client's Trust Bills

Environment:

  • Clio Manage

Additional Information:

n/a

Procedure:

  1. Navigate to the Contact Card for the Client
  2. Choose the appropriate status (Awaiting payment for approved outstanding requests, All for paid, outstanding, and not yet approved)
  3. Click Filters
  4. In the "Type" menu, select Trust Request
  5. Click Apply filters

 

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