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.

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. 

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