Trust Requests
Trust Requests allow you to create a 'bill' to request funds in trust from your clients. You can create Trust Requests to collect an initial trust deposit or retainer from your clients, or to request a top up of trust funds.
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Additionally, users of our <a href="/hc/en-us/sections/202503708">Clio Payments</a> feature, can use Trust Requests to receive credit card payments directly into their trust bank accounts.
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Trust Requests are available to subscribers of our Boutique and Elite plans. If you are interested in a demo of our Trust Requests feature, or if you are ready to upgrade you account, please contact us by email at <a href="mailto:sales.team@clio.com">sales.team@clio.com</a> or give us a call at 1-888-858-2546 (choose option #1).
Videos
Articles
- Is it Possible to Edit the Date of the Trust Request Line Item?
- Trust Requests
- Why Can't I See An Account Listed To Add Money From My Trust Request?
- How Do I Write Off Trust Requests Without Making A Payment?
- Does Clio Integrate with Unbundled Attorney ?
- Can I Send Trust Request Reminders?
- Is There an Option to 'Accept payment up to the total of all Trust Requests' When Sending to Client?
- Can I Apply A Credit Card Payment As A Direct Payment To A Trust Request For A Receipt
- How Do I Pass the LawPay processing fee to the client on a Trust Request
- Can I Return Unused Trust Funds to a Client?
- Can I Send Trust Requests Without Clio Payments?
- Can I Delete A Trust Request?
- Can I Change the Title of a Trust Request?
- Can I Overpay a Trust Request?
- Can You Edit a Client Level Trust Request and Move It to a Matter?
- Can I Change a Trust Request ID?
- Is it Possible to Record a Retainer Amount in the Form of Hours?
- Is it Possible to Send a Client Level Trust Request to the Bill Recipient on a Matter?
- Can I Create Multiple Trust Requests at Once?
- Can I Delete a Payment Received on a Trust Request?
- How Do I Send A Trust Request To A Client?
- Can I Move a Paid Trust Request to Another Client?
- Why is the Matter Name Not Displayed on the Trust Request?
- Can I Create a Trust Request if The Client Does Not Have a Matter?
- What Is The Minimum Amount Required for a Trust Request?
- Can I Add a Client's Grace Period to a Trust Request
- Can I Set a Default Bill Theme for a Trust Request?
- How do I See All Trust Requests for a Particular Client?
- I Cannot Void My Bill/Trust Request
- What Does the New Client Funds Request Mean?