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Can I Link an Existing Bank Account in Clio to LawPay?

Question:

  • Can I connect an existing Operating or Trust account in Clio that already has transactions recorded to a new LawPay bank account through the LawPay Integration?

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

Yes you can. As long as the bank account types match ie. Operating with Operating, Trust with Trust, you can connect an existing Clio bank account with a new or existing LawPay bank account. Previous transactions recorded within the bank account in Clio will not negatively affect the bank account from being connect with LawPay.

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