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How to Create a Bank Account

Objective:

  • Add a new Trust (EMEA: Client), Operating, Escrow, or IOLTA Account to Clio
  • Set up Bank Account in Clio
  • Create Bank Account in Clio

Environment:

  • Clio Manage

Additional Information:

Only the Type and Account Name fields are required when setting up a Bank Account in Clio. Additional fields can be filled out as needed, however, please note that this is for reference only and that there is no true sync with your Bank Account.

Procedure:

  1. Navigate to the Accounts tab
  2. Select New Account
  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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