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Why is the Matter Name Not Displayed on the Trust Request?

Objective:

  • Matter information not populating on the top of the Trust Request Invoice
  • Matter display name not displaying on a Trust Request 

Environment:

  • Clio Manage

Additional Information:

Please click here for more information on how to generate a Trust Request from Bills, Matter or from the Client level. 

Procedure:

 The Matter name will not show up on the Trust Request invoice if the Trust Request was generated from the Client level. 

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