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How Do I Change My Default Account to My Trust Account?

Objective:

  • Setting Default Account
  • Changing Default Account from Operating to Trust in Clio

Environment:

  • Clio Manage

Additional Information:

Answer:

1. Go to Accounts

2. Click Edit beside the account that you want to set as the default

3. Scroll down to the bottom of the page and check the box Default Account

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