Operating Account Setup

Set up your firm’s operating account through Clasp with a guided, white-glove experience from day one.

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Operating account setup handled for you

Built for your firm’s day-to-day operations

Your operating account is where your firm runs—covering expenses, payroll, and revenue. We help you set it up the right way from the start.

Set up with Citizens Private Bank

Work with a trusted banking partner that understands law firms and provides a high-touch onboarding experience.

Without a proper setup, firms often face:

Disconnected systems, manual tracking, and limited visibility into financial performance.

Built for visibility and control

Track your firm’s finances in one place with clear visibility into cash flow, spending, and incoming payments.

We’ll handle your Operating account setup

We’ll take care of your Operating account setup through our trusted banking partner to ensure your trust account is compliant and structured correctly for your state.

FAQs

FAQs about Operating accounts for law firms

Explore more features

Run your law firm on one system.

Purpose-built for moving cases forward, faster. Designed for the Al era.

Run your law firm on one system.

Purpose-built for moving cases forward, faster. Designed for the Al era.

Run your law firm on one system.

Purpose-built for moving cases forward, faster. Designed for the Al era.