Issue:

• Trust request is paid via Clio Payments and the payment is in a Completed status, but the status is Unpaid

Environment:

• Clio Manage

Additional Information:

• Please confirm that there are no duplicate Trust Requests under the Client and Matter Level
• Check the Transactions tab (or Online Payments tab) to confirm that funds have gone into the correct Trust Request #
• What is the Difference Between Client Level and Matter Level Trust Funds?

Cause:

Unknown

Resolution:

Please contact Support so they can recalculate the Trust Request balance.