Have you heard? We acquired Lexicata in the first milestone to creating a more advanced client engagement platform. Read more here.

KCS - Can I add Retainer Funds into Trust with a Credit Card?


  • To determine if a credit card payment can be deposited into Trust account


  • Clio Web App
  • Trust Request

Additional Information:



Not directly, a Trust Request must be generated and the credit card payment applied there.

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