KCS - Can I Approve and Apply Funds from Client's Operating Balance with One Click?

Objective:

  • Approve and apply funds from operating account at once
  • Approve ad apply funds from operating account before trust account
  • Approve and pay bill using available funds in Client's operating account
  • Approve and pay bill using available funds in Matter's operating account

Environment:

  • Clio Web App

Additional Information:

To pay a Bill using operating funds see here

Answer:

No, you can only approve and apply funds from Trust accounts in one step.

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