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.

Why Don't I See the New Transaction Button?


  • To determine why new Transactions on Clients and Matters are not able to be added


  • Clio Web App

Additional Information:

How to Create Accounts in Clio


Bank Accounts have not been added in Clio. 

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