Objective:

• On the client dashboard, it would be great to see that a pending trust request has been made. For example, under the New Request button show a line that says pending request of $350 on 8/11/21.

Environment:

• Clio Manage

Additional Information:

• n/a

Answer:

Not at the moment. 

You would need to click the Bills tab of the Contact to see them.

If you would like to vote for this feature, please email support@clio.com.