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What Does the Default Account Mean on Clio Manage?


  • What Does the Default Account Green Circle Mean on Clio Manage?


  • Clio Manage 

Additional Information:

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


When you open the Transactions Tab on the Matter or Contact page, the Default Account will be the first one shown in the drop-down menu option. 

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