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How Do I Transfer Trust Funds Between Clients?

Objective:

  • To transfer trust funds between Contacts, Clients or Companies in Clio.
  • Move funds from Client to Client.
  • Can I transfer funds from one client to another?

Environment:

  • Clio Manage

Additional Information:

Procedure:

  1. Go into the Contact that you wish to transfer Trust funds from
  2. Click on the Transactions sub-tab
  3. Use the drop-down menu to select the Trust account
  4. Click Disburse Funds and fill out the amount you are disbursing with notes
  5. Click Record Transaction
  6. Go into the Contact that you wish to transfer Trust funds to
  7. Completed steps  2 & 3 once more
  8. Click New Transaction
  9. Fill out the amount you are adding with notes of where it came from
  10. Click Record Transaction

 

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