This article may be out of date!
Visit the New Knowledge Center
Not a Clio customer? Learn more about Clio's Legal Billing Software

Why Can't I See An Account Listed To Add Money From My Trust Request?

Objective:

  • To determine why an account is not listed when adding funds from a Trust Request

Environment:

  • Manage

Additional Information:

  • For steps on how to create a Trust Account, please click HERE

Answer:

Please ensure that a Trust Account is created for the funds to be deposited into. 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality