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Can I Move a Paid Trust Request to Another Client?


  • What do I do if I created a Trust Request and recorded payment to the incorrect Client?
  • How do I transfer Trust Funds to a different Client?


  • Clio Manage

Additional Information:

  • If the Trust Request is in Draft, Pending Approval or Unpaid status, then it can be deleted/voided and then regenerated for the correct Client. 
  • For the steps on how to handle a Trust Request created in error, with mistakenly applied payments, click here.


No, not at this time. If you would like to add your vote to this Feature Request, please contact our Support Team.

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