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Can I Record Trust Payments for a Matter by Two Parties as Split Payments by Two Different Parties?

Question:

  • WIP: Can I record trust payments for a matter by two parties as split payments by two different contacts?
  • Can I record split payments for a trust request by multiple contacts?

Environment:

  • Clio Manage

Additional Information:

  • How to record
  • Custom field setup

Answer:

No, customers cannot record split payments made towards a trust request by multiple parties.

As a workaround, customers can create a multiline matter custom field which they can manually update to document the latest balance information and payment terms (for example, which parties are splitting the payment and by what split percentage).

 

 

 

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