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:
- Navigate to the Trust Request you would like to send to the Client
- Click Send
- Select to send via Email or Clio Connect
- Optionally enter in a message
- Click Send Trust Request