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
- Can I Pay Multiple Trust Requests At The Same Time?
- Video: How to Create a Trust Request
- Does Generating/Sharing a Trust Request Create a Negative Trust Balance in Trust?
- Can I Change the Due Date to "Due Upon Receipt" on the Email that is sent to a Client when I Share a Trust Request?
- Trust Balance Not Updating When Payment is Applied on the Bills Tab
- Do Trust Requests Accrue Interest?
- How Do I Add a Description to a Trust Request?
- Can I Link a Payment Made via the Secure Payment Link to a Trust Request?
- Can I Edit The Payment Date On A Paid Trust Request?
- Is it Possible to Unvoid a Trust Request?
- Can You Combine A Trust Request Into An Existing Bill?
- Can I Change the Contact or Matter on a Trust Request?
- How To Tell if a Trust Request Was Deleted
- Do Trust Requests Show up in Accounts Receivable?
- Can a Bill be Converted to a Trust Request?
- Why Don't I Have the Option to Create Trust Requests?
- Do Payment Plans Subtract from the Outstanding Balance for Trust Requests?
- Can Trust Requests Be Itemized?
- Can I Print a Receipt for a Payment into a Trust Account?
- Can I Have Separate Bill and Trust Request Number Sequences?
- "Unable to Generate Trust Request. Try Again."
- What Does 'New Request' Mean Under the Matter Trust Funds on a Matter Dashboard?
- How do I Send a Trust Request With the Clio Payment Link?
- How to Create a Pro Forma Invoice
- How do I See All Existing Trust Requests?
- Can I Send Out Scheduled Trust Requests?
- Do Evergreen Retainers Generate an Amount for Trust Replenishment on the Client's Bill?
- How to Report on Outstanding Trust Requests
- Can I Add Tax to a Trust Request?
- How to Change the Wording for a Trust Request