KCS - Do Trust Payments from Payment Plans get Deposited at the Client or Matter level?

Objective:

  • To determine where funds paid via Payment Plan for Trust are held

Environment:

  • Clio Web App

Additional Information:

How to transfer Trust funds from Matter to Client level

Answer:

Trust funds received through a Payment Plan will hold the funds at the Client level.  If you would like them to be at the Matter level, the funds will have to be transferred. 

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