Objective:

• When I'm setting up Clio Payments am I able to map my Clio Operating Account to my Trust Account?
• Can I link my Trust and operating Accounts in Clio? 

Environment:

• Clio Manage

Additional Information:

This article will walk you through setting up Clio Payments

Answer:

You cannot map your Trust Account to your Clio Operating Account.  Clio does this to stay compliant with IOLTA guidelines and the ABA code of professional conduct.