KCS - How to Change a Bank Account for Clio Payments

Objective:

  • I have a new bank account (and am closing the current one), how do I get Clio Payments to send money to the new account?

Environment:

  • Clio Web App

Additional Information:

Note, the Account information in Clio is for reference only—Clio does not connect directly to your bank.

Procedure:

  1. Contact LawPay and update the account number/info
  2. [OPTIONAL] Update the Account information in Clio
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