Announcement: Trust Fund Disbursement Button

We are pleased to announce the addition of a new "Disburse Funds" button to Clio.

This button is used to disburse trust funds back to the client or to a 3rd party. Clicking it enables you to enter information related to the disbursement. The button is available wherever you can see your trust account ledger (the transactions sub-tab of a Client or Matter, and the main "Accounts" tab).

For more information, see the "Disbursing Trust Funds" article.

Was this article helpful?