Question:

• Applying secure payment link payment to multiple Matters
• Can I apply a Clio Payment to multiple Matter at once?

Environment:

• Clio Manage

Additional Information:

• For more information on Secure Payment Link, click here.
• For more information on transferring funds from the Client to a Matter, click here.
• For more information on the difference between Client and Matter level funds, click here.

Answer:

When linking a payment made through a Clio Payments Secure Payment Link, the funds can only be linked to the client level, or to a single matter.

If the funds need to be applied to multiple matters, apply the payment to the client level and then transfer the funds to the appropriates matters.