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Does Clio have an Automated 9A Trust Transfer Form?

Objective:

  • To determine if Clio has an automated workflow that generates a 9A Trust Transfer Form for Canadian Firms in Ontario

Environment:

  • Clio Manage
  • Law Society of Ontario

Additional Information:

  • 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.

Answer:

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 support@clio.com.

Manual Workaround:

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. 

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