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Can I Automate a Trust Request in Manage to be Created when an Intake Form in Grow is Submitted?

Objective:

  • To determine if a Trust Request can be created when an Intake form is submitted? 

Environment:

  • Clio Grow
  • Clio Manage

Additional Information:

  • n/a

Answer:

No, the Trust compliance requirements in some states are stringent and do not allow automation to be included in the Trust Request process. 

 

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