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How To Disburse or Release Funds From Trust?

Objective:

  • I have extra client funds; how do I give the trust funds back? 
  • How to give a client back trust funds?
  • How to disburse/release trust funds?
  • How to disburse/release client funds?
  • How to pay a third party charge or fee from Trust?
  • How do I enter a refund to a client from their IOLTA account? 
  • How do I record a client refund from my IOLTA account? 
  • How to refund unused trust funds?
  • How to record a retainer refund?

Environment:

  • Clio Manage

Additional Information:

Procedure:

  1. Navigate to the Contact or Matter depending on where the trust funds are recorded
  2. Click the Transactions sub-tab
  3. Select your Trust/Client Account ledger out of the drop-down menu at the top-left (beside the date range)
  4. Click Disburse/Release Funds
  5. Fill in the Amount
  6. Click Record Transaction

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