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

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 Web App

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.

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