Introducing The Law Community, the online community just for Clio customers. Sign up now.

Can I Link a Payment Made via the Secure Payment Link to a Trust Request?

Objective:

  • Apply credit card payment made with the Secure Link to an approved Trust Request

Environment:

  • Clio Manage

Additional Information:

Payments made via the Secure Payment link will replace the need to create a Trust Request.

Answer:

Not at this time. If you would like to see this feature added to Clio, please contact support at 1-888-858-2546 (Ext 2) or email support@clio.com.

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