Lawyers from all 50 states, and 27 countries have registered for the Clio Cloud Conference. Get your pass today!

How do I Choose Which Account a Credit Card Payment Deposits Funds Into?


  • Can I specify which Trust Account records the transaction while sharing a Trust Request?
  • Can I specify which Operating Account records the transaction while sharing a Bill?
  • I have multiple Trust Accounts, how can I determine which one I want to receive the Trust Request payment form the Client. 
  • Collect Clio Payment into specific Operating Account
  • Collect credit card payment into specific Operating Account


  • Clio Web App

Additional Information:

Clio Bank Accounts will need to be mapped to LawPay first in order to see the selection list when sharing Bills or Trust Request. For more information on mapping multiple accounts in Clio, please see here.


  1. Navigate to the Bill or Trust Request
  2. Click Share
  3. If there are multiple accounts, select the Destination account
  4. Choose to Share via Email or Clio Connect
  5. Click Share


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