Does your firm need to work from home due to COVID-19? Check out these key resources.

Is There a Way to Automate Notifications to a User When a Client's Trust Balance is Topped Up?


  • Can I receive a notification when someone puts funds into trust for a Matter? 


  • Clio Web App

Additional Information:



No, this is not included in Clio's current functionality

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