Learn from the best and brightest in legal, technology, and beyond! Join us at the 2019 Clio Cloud Conference — San Diego | October 21-22, 2019.

Do We Have to Put Our Bank Account Information into Clio?

Objective:

  • Entering bank account details within Clio
  • Create a Bank Account
  • Adding banking information to Clio Manage

Environment:

  • Clio Manage

Additional Information:

n/a

Answer:

Adding the bank account information within Clio is at your discretion. Since we do not sync or connect directly to your bank account the information is just for your own reference. Bank account details are not required fields.

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality