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. <br /><br /> 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. <br /><br /> 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:firstname.lastname@example.org">email@example.com</a> or give us a call at 1-888-858-2546 (choose option #1).
- Can I Create a Trust Request for a Related Contact and Link it to the Related Matter?
- I Can't Find a Trust Request I Just Created
- Can Trust Requests be Paid via PayPal?
- What is a Trust Request?
- Can I Request a Trust Replenishment on an Invoice I'm Sending my Client for Services?
- How To Close a Trust Request
- Do You Have to Generate a Trust Request in Order to Put Funds into the Trust Account?
- How Many Characters Can I Enter into the Trust Request Note Field?
- How to Pay a Trust Request by Credit Card
- Where Can I Find Paid Trust Requests?
- Can I add Retainer Funds into Trust with a Credit Card?
- Can I Create a Trust Request for a Pending Matter?
- Where Is The Trust Request Button In The Matter?
- When Should I Create a Trust Request?
- Can you Refund Trust Requests?
- Why can't I Pay an Invoice with Trust funds? I can see there are Trust funds in the Client account.
- Creating a Trust Request Within a Matter
- How to Add a Payment to a Trust Request
- How to Re-Share a Trust Request
- How to Edit a Trust Request
- How to Create a Trust Request
- Trust Requests: Frequently Asked Questions (FAQ)
- Trust Requests: Creating and Managing Trust Request Bills
- Trust Requests: Recording Payments on a Trust Request
- Trust Requests: Reporting on Trust Requests and Trust Payments
- Trust Requests - Trust Bills and Payments in Clio