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Can Trust Funds Automatically be Applied to Bills?


  • Have Trust Funds applied to Bills automatically


  • Clio Manage

Additional Information:

  • For more information on how to approve and apply Trust onto a single Bill, please click here


No, not at this time. Payments from Trust would not be automatically applied to Bills. If you would like to add your vote to this feature request please contact Support at, by Live Chat or by Phone at 1-888-858-2546 ext 2. 


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