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Do Payment Plans Subtract from the Outstanding Balance for Trust Requests?

December 16, 2020 19:25

Objective:

To determine if Payment Plans will subtract against outstanding Trust Requests
Where do Payment Plans for Trust accounts go
To see how Trust Requests work with Payment Plans

Environment:

Clio Manage

Additional Information:

n/a

Answer:

No, payments to Trust made via a Payment Plan won't subtract against any outstanding Trust Requests. If you have a Trust Request and a Payment Plan for the same situation, amount, and client and want to keep them on a Payment Plan, please cancel the outstanding Trust Request.