Does your firm need to work from home due to COVID-19? Check out these key resources.

Will Recording a Payment from Trust Move the Money in my Bank Account?




  • Clio Manage

Additional Information:

Bank account info entered in Clio when creating an account is for reference only, Clio does not connect to your bank or move funds between your actual bank accounts.


No, recording a payment from Trust in Clio will not move funds in your bank account.

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