You do great work—now get recognized for it. Apply now for our 2018 Reisman Awards.
           See last year's winners!

KCS - How to Create a Bank Account in Clio


  • Add a new Trust, Operating, Escrow, or IOLTA account to Clio

  • Create new Operating Account


  • Clio Web App

  • Accounts

Additional Information:

You can also use the other fields when creating an account to enter in detailed account information, however please note that this is for reference only and that we do not actually sync with your true bank account.


  1. Navigate to the Accounts tab
  2. Select Add
  3. Select an Account Type
  4. Enter in an Account Name
  5. Scroll down to the bottom and select Create New Bank Account


Was this article helpful?