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Can I Send Trust Requests for Closed Matters?

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.

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