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How Do I Set Up a Bank Account in Clio Manage?

Objective:

  • How Do I Set Up a Bank Account in Clio Manage
  • How Do I Create a Bank Account in Clio Manage
  • How Do I Add a Bank Account in Clio Manage

Environment:

  • Clio Manage

Additional Information:

Answer:

  1. Click on Accounts on the main left menu
  2. Click on New Account at the top right 
  3. Select the account type (Required information)
  4. Input an Account Name (Required information)
  5. Fill out the rest of the information if you wish to
  6. Click Create New Bank Account

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