KCS - Is it Possible to "Lock" Trust Funds?

Objective:

  • 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

Environment:

  • Clio Web App

Additional Information:

 n/a

Answer:

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 support@clio.com, or chatting in.

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality