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Is it Possible to Send a Client Level Trust Request to the Bill Recipient on a Matter?

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

 

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