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Can I Prevent Users from Applying Trust Towards Certain Clients' Bills?

Objective:

  • Stop users from being able to apply trust funds towards a client's bills

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

Not at the moment.

A workaround would be to make the matter or its activities non-billable.

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

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