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How to Disburse Trust Funds


  • I have extra client funds; how do I give the trust funds back? 
  • How to give a client back trust funds
  • How to return client funds
  • How to disburse funds
  • How to disburse trust funds
  • How to pay a third party charge or fee from Trust
  • How to withdraw funds 
  • 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


  • Clio Manage

Additional Information:

On the EU Server, the button will say Release Funds instead of Disburse Funds.


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


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