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How to Add a Trust Balance Notification Merge Field to my Document Template?

Question:

  • How to Add a Trust Balance Notification Merge Field to my Document Template?

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

Currently, it is not possible to add a Trust Balance Notification merge field to a Document template as this Merge field does not exist at this time. If you would like to request to have this feature added, please let our Support Team know. The Support Team can be reached by phone (1-888-858-2546 ext.2) or by the Live Chat option available in Clio.

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