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Are Payment Plans Transactions Automatically Recorded in Clio?

Question:

  • Are Payment Plans Transactions Automatically Recorded in Clio?

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

  • Yes, Payment Plans are recorded either in the Operating Account or Trust Account for each Client. Please note that Trust Payment Plans will show up only at the Client Level. 

 

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