- To determine if Clio has an automated workflow that generates a 9A Trust Transfer Form for Canadian Firms in Ontario
- Clio Manage
- Law Society of Ontario
- By Law 9 specifies a Form 9A Electronic Trust Transfer Requisition is required for firms in Ontario when Trust funds are moved electronically. It captures the detailed electronic transfer instructions when withdrawing funds from a trust account, including but not limited to where the money was transmitted, by whom, and for what reason. See sample from the Law Society of Ontario.
No, not at this time. This is currently a Feature Request in Clio. If you would like to see this functionality, please send your request to firstname.lastname@example.org.
In Clio, when recording a disbursement, enter the information needed in the Description field. This can later be exported via the Client Ledger Report to manually fill out the 9A form outside of Clio.