The Clio Cloud Conference is happening October 26-29. Save your spot.

Can I Create a Trust Request in Clio Grow?

Question:

  • Can I create a Trust Request in Clio Grow?

Environment:

  • Clio Grow

Additional Information:

  • If a Trust Payment has already been received while the client is still in your Clio Grow workflow, you can Export the Client to Clio Manage and then Record the Payment within the new Matter.

Answer:

No. Trust Requests can only be created and sent once a client has been exported to Clio Manage.

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