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Can I Delete a Payment Received on a Trust Request?

Objective:

  • Edit Trust Request payment

Environment:

  • Clio Manage

Additional Information:

  • For more information about troubleshooting mistakenly applied Trust Request payments, please click here.

Answer:

No. Many jurisdictions require a complete record of any changes made to a trust account, including corrections, and do not allow deletions that are not documented within the trust record itself. In order to accommodate the breadth of jurisdictions served by Clio, we have decided to comply with the strictest of trust requirements. By adding these safeguards, Clio protects lawyers against any concerns that may arise during an audit of their trust records and protects against fee disputes.

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