Can I set up Balance Notifications for my Operating Account?

Objective:

  • To be notified when funds are being used from the Operating Account
  • Track clients Operating Balance

Environment:

  • Clio Manage

Additional Information:

While you aren't able to set up, balance notifications for the Operating account, you are able to set up Trust Balance notifications, for instructions on how to do so, please click here.

Answer:

Not at this time. 

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