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Can I Have More Than One Trust Account in Clio?

Objective:

  • Multiple Bank Accounts
  • IOLTA
  • IOLA

Environment:

  • Clio Manage

Additional Information:

Any bank account that you create in Clio is not linked to your actual bank accounts.  Bank Accounts in Clio are just ledgers where you can keep track of payments of Bills and Retainer Deposits.

Answer:

Yes, there is no limit to how many Trust Accounts you can create in Clio.

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