KCS - How To Transfer Funds Matter to Matter

Objective:

  • Transfer funds between Matters for the same client
  • Transfer Trust funds between Matters
  • Transfer Operating funds from one Matter to another
  • Apply funds to a different Matter than where they are under

Environment:

  • Clio Web App 

Additional Information:

N/A

Procedure (Previous Clio):

  1. Access the page for either of the Matters
  2. Click the Transactions sub-tab 
  3. Select the desired Account  from the Ledger dropdown
  4. Click the green Add button 
  5. Select Transfer Funds Matter-to-Matter
  6. For Source, select the Matter where the funds are currently being held
  7. For Destination, choose the Matter where you wish to move the funds
  8. Enter the Amount being transferred 
  9. Fill in any additional information 
  10. Click Record Transfer

Procedure (New Clio):

  1. Access the page for either of the Matters
  2. Click the Transactions sub-tab 
  3. Select the desired Account (from the menu on the left, under "Transactions")
  4. Click Transfer funds
  5. Select Between matters
  6. For Source, select the Matter where the funds are currently being held
  7. For Destination, choose the Matter where you wish to move the funds
  8. Enter the Amount being transferred 
  9. Fill in any additional information 
  10. Click Record Transfer
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