This article may be out of date!
Visit the New Knowledge Center

Can I Edit a Matter Trust Request to be Client Trust Request Instead?

Objective:

  • Move a trust request from matter to client

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

Not at the moment.

If the Trust Request is paid, you can transfer trust funds between matter and client using these steps.

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

 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality