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.

Can I Have Multiple Operating and Trust Accounts Attached to Clio Payments?

Objective:

  • Setting up more than one trust account with Clio Payments
  • Can I map multiple operating accounts in Clio to Clio Payments?
  • Can I accept payment to multiple operating accounts in Clio?
  • Is it possible to map multiple operating accounts to LawPay?

Environment:

  • Clio Manage
  • LawPay

Additional Information:

Answer:

Yes, it is possible to map multiple operating accounts in Clio to Clio Payments. You can specify where your accounts map to by going to Settings > Online Payments.

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