- Using Clio Payments for Bills only
- Clio Payments without the Trust Account
- Clio Manage
- Clio Payments
No, you don't need to set up a Trust Account to use Clio Payments.
It's possible to set up Clio Payments exclusively with the Operating Account. Please note the Trust Account information can be added to Clio Payments at a later date if the Firm decides to enable this feature.