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Can You Convert an Operating Account to a Trust Account on Clio Manage?

Question:

  • Can You Convert an Operating Account to a Trust Account on Clio Manage?
  • Can You Change an Operating Account to a Trust Account on Clio Manage?
  • Can You Convert a Trust Account to an Operating Account on Clio Manage?
  • Can You Convert a IOLTA Account to an Operating Account on Clio Manage?

Environment:

  • Clio Manage

Additional Information:

  • To Learn More About Managing Accounts - Creating, Editing, and Deleting, click here

Answer:

No, you cannot convert an Operating Account to a Trust Account on Clio Manage. You will need to open a new Bank Account and manually transfer the transactions to this new bank account. 

 

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