Learn from the best and brightest in legal, technology, and beyond! Join us at the 2019 Clio Cloud Conference — San Diego | October 21-22, 2019.

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


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


  • Clio Web App

Additional Information:



If you're sending a Bill to a Client, the funds will go into your Operating account. If you send them a Trust Request, the funds will go into Trust. The Client will not have the ability to select which account the funds will be deposited into.

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality