Objective:

• Send a Trust Request to the Bill Recipient listed on one of the client's matters
• Sending client-level Trust Requests to Bill Recipients

Environment:

• Clio Manage

Additional Information:

• Bill Recipients will not automatically be added to Trust Requests.

Answer:

Yes. To send a Trust Request on a Matter to a Bill Recipient:
1. View the Matter

2. Click New Request under Matter Trust Funds

3. Delete the name of the Primary Contact (auto-filled) and begin typing the name of the Bill Recipient to select that Contact. Enter any other necessary details, such as the amount.

4. Click Save trust request