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Can I Request a Retainer From A Client to Be Held in The Operating Account?

Question:

  • Can I generate a Bill like a Trust Request but for the Operating account instead?
  • How do I request a retainer from the Client, to be held in Operating?

Environment:

  • Clio Manage

Additional Information:

  • Alternatively, you can send the Client a Secure Payment link via Clio Payments, however it's not possible to generate a Bill for it.

Answer:

No, not at this time. If you would like to add your vote to this Feature Request, please contact our Support Team.

 

 

 

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