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Can I Move a Paid Trust Request to Another Client?

Objective:

  • 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?

Environment:

  • 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.

Answer:

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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