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


  • 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? 


  • Clio Manage
  • Clio Payments

Additional Information:

This article will walk you through setting up Clio Payments


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.

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