- Connect your Clio Accounts with your LawPay Accounts
- Map your Clio and LawPay Bank Accounts
- Clio Manage
- Clio Payments
These steps can only be taken after your LawPay account has been connected or your Clio Payments application has been approved.
You are only able to set up a Trust account to a Trust account, as well as operating to operating.
You can just sync a Trust Account if you desire.
- Go to Settings in the Navigation
- Click Clio Payments
- Select Clio Payments
- Click Add a Connection
- Match your Operating accounts
- Click Add a Connection for Trust (if applicable)