- Send a Trust Request to the Bill Recipient listed on one of the client's matters
- Sending client-level Trust Requests to Bill Recipients
- Clio Manage
- Bill Recipients will not automatically be added to Trust Requests.
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