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When a Client Makes a Payment With Clio Payments, Can They Select the Account the Funds Are Deposited Into?

Objective:

  • Does the Contact select which account their Payment goes into?
  • How does the Client decide which account their Payment goes into?

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

If you're sending a Bill to a Client, the funds will go into the Operating account that you have connected with LawPay when setting up Clio Payments. If you send them a Trust Request, the funds will go into Trust that you have connected with LawPay when setting up Clio Payments.

The Client will not have the ability to select which account the funds will be deposited into.

 

 

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