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Can I Set a Default Destination Account For my Trust Requests?

Question:

  • Is there a way for me to set a default trust account destination for my trust requests?

Environment:

  • Clio Manage

Additional Information:

  • For more information about Trust Requests: Creating and Managing Trust Request Bills, click here.

Answer:

No, not at this time.

 

If you would like to add your vote to this Feature Request, please contact us either through email at Support@Clio.com, the in-app chat, or via our Clio Support Center at +1-888-858-2546 ext 2.

 

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