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Can I Map My Clio Operating Account to my Trust Account when Setting up Clio Payments?

February 21, 2020 16:06

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.