KCS - How to Create a Bank Account in Clio

Objective:

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

  • Create new Bank Account
  • Create new Operating Account
  • Set up bank accounts in Clio

Environment:

  • 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.

Procedure:

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

 

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