KCS - 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:

Yes. It's possible to set up Clio Payment 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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