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Can I See Pending Trust Requests on a Contact's Dashboard?

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.

 

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