Instantly generate a trust request.
Easily generate a trust request that clearly labels the type and amount of funds requested. See when trust requests have not been paid and know exactly when money has been deposited. Best of all, Clio’s Trust Request feature keeps your business accounting free of improper entries.
Obtain an advance fee deposit before the client even leaves the office.
With Clio Payments powered by LawPay, clients can deposit funds directly into a trust account using a credit card. Clio automatically documents the deposit in your trust ledger.
Track your trust accounts and client ledgers with ease.
Clio’s trust accounting feature labels and tracks clients’ funds in trust accounts. You can track multiple bank accounts and organize your client trust funds by matter and client, making trust accounting reconciliation easy.
Avoid errors in trust accounting.
Clio makes it easy to record advance fees, payments, and reconcile trust accounts. Transfer funds to operating accounts, mark your clients’ invoices as paid, and streamline your monthly billing process to just a few clicks.