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