There are two primary types of bank accounts in Clio. One is the Operating Account and the other is the Trust Account. Please complete the following: If you are depositing money to hold for a client that you haven't earned yet, you would put it in an , but once a bill has been sent and the fees "earned", you would move the earned funds to the . When you are working with the ,you need to make sure you track not only the total amount in the account. but also the amount attributable to each client. There is no such requirement to track the balance for each client when