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Is it Possible to "Lock" Trust Funds?


  • To find out if it's possible to not go below a specified Trust threshold in Clio
  • Prevent or alert a firm when a Client or Matter Trust is less than zero


  • Clio Manage

Additional Information:



Not at this time. If you would like to see this feature added to Clio please let us know by either call into support on 1-888-858-2546 x2, emailing us via, or chatting in.

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