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This article is about Payment Plans with the LawPay Integration.

Can I Create a Payment Plan For a Trust Account Without a Maximum Payment Amount?

Objective:

  • Remove the Total Payment Up To field when creating a Payment Plan for a Retainer

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

Not at this time. Payment Plans for Trust Accounts do require that the Total Payment Up To field is specified.

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