Question :

• Will Clio allow me to generate Trust Requests for Closed Matters?
• How to create Trust Requests for Closed Matters?
• Can I create Trust Requests for Closed Matters?

Environment:

• Clio Manage

Additional Information:

• Please follow the steps here on how to create and send Trust Requests.

Answer :

Yes, you can send Trust Requests for Closed Matters, as well as Open Matters.