Manage Trust Requests

In Clio Manage, you can find, edit, delete, and void trust requests from the Invoices page or from the Invoices subtab of a contact or matter. Keeping requests current means each client receives a request for the correct amount. Current requests keep your trust records clean and accurate.

Find trust requests

Trust requests are listed on the Invoices page with your other invoices, and in the Invoices subtab of a contact or matter. In the Id column, a trust request carries the word Trust in parentheses, which sets it apart from a standard invoice. The Type filter is available on the Invoices tab of the Invoices page.

1. Go to Invoices.
2. Select the All quick filter.
3. Click Filters.
4. Optional: Select the matter or contact.
5. Under Type, select Trust.
6. Click Apply filters.

Edit a trust request

You can edit a trust request while it is a draft and the approval process is in place. Editing requires edit permission. A request saved with Skip the trust request approval process is locked for editing after it is generated. A draft trust request has fewer edit options than a draft invoice.

1. Go to Invoices, or the Invoices subtab in a contact or matter.
2. Select the Draft quick filter.
3. Click Edit next to the trust request.
4. Make your changes.
5. Click Save trust request.

Delete a trust request

You can delete a trust request while it is a draft or pending approval. After a request is approved and unpaid, void it instead. Deleting a trust request is permanent.

1. Go to Invoices, or the Invoices subtab in a contact or matter.
2. Select the Draft or Pending approval quick filter.
3. Click the down arrow next to the row's action button and select Delete trust request. Or open the trust request, click the down arrow next to More actions, and select Delete trust request.
4. In the confirmation dialog, click Delete trust request.

Void a trust request

You can void a trust request while it is approved and unpaid. After a payment is recorded, void is no longer available. Voiding a trust request leaves the trust balance unchanged, because no funds were received on it.

1. Go to Invoices, or the Invoices subtab in a contact or matter.
2. Select the Unpaid quick filter.
3. Click the down arrow next to the row's action button and select Void trust request. Or open the trust request, click the down arrow next to More actions, and select Void. 
4. In the confirmation dialog, click Void trust request.

Up next

• Approve and Send Trust Requests: Approve a trust request and send it to your client.
• Record Payments on Trust Requests: Record a payment on a trust request when your client pays.