2017

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KCS - How To Transfer Funds Matter to Matter

Objective:

  • Transfer funds between Matters for the same client
  • Apply funds to a different Matter than where they are under

Environment:

  • Clio Web App 
  • Matter/Client Transactions 

Additional Information:

Not applicable

Procedure (Previous Clio):

  1. Open the appropriate Matter or Contact details 
  2. Click the Transactions sub-tab 
  3. Ensure the Trust Account is displaying by selecting it from the Ledger dropdown
  4. Click the green Add button 
  5. Select Transfer Funds Matter-to-Matter
  6. Fill in the desired information 
  7. Under Source locate the current Matter funds and move to the correct Matter under Destination
  8. Enter the Amount being transferred 
  9. Click Record Transfer

Procedure (New Clio):

  1. Open the appropriate Matter or Contact details 
  2. Click the Transactions sub-tab 
  3. Click Transfer Funds
  4. Select Between Matters
  5. Fill in the desired information 
  6. Under Source locate the current Matter funds and move to the correct Matter under Destination
  7. Enter the Amount being transferred 
  8. Click Record Transfer
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