Question:

• How to Send a Trust Request
• How to Share a Trust Request
• Sending Trust Request to a Client

Environment:

• Clio Manage

Additional Information:

• To create a Trust Request please see here

Answer:

1. Navigate to the Trust Request you would like to send to the Client 
2. Click Send
3. Select to send via Email or Clio Connect
4. Optionally enter in a message
5. Click Send Trust Request