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Do I Have to Set Up the Trust Account to Set Up Clio Payments?

Objective:

  • Using Clio Payments for Bills only
  • Clio Payments without the Trust Account

Environment:

  • Clio Web App

Additional Information:

n/a

Answer:

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. 

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