KCS - How to Choose the Correct Destination Account for Trust Requests

Objective:

  • To ensure the correct destination of payments for shared Trust Requests when a Clio user has set up and linked multiple Trust Accounts for Clio Payments.

Environment:

  • Clio Web App

Additional Information:

  • The Clio user will have set up at least two Trust Accounts with LawPay and then added them to the Online Payments page in Clio Settings, as outlined here.

Procedure:

  1. Create and Approve a Trust Request
  2. Click to Share the request with a Client as outlined here
  3. Choose the correct Client in the Share item modal under Select contacts
  4. In the picklist option under Default destination account choose the desired Trust Account, as illustrated below
  5. Click Share bills

 

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