How do I Transfer Trust Funds Between Clients?

Objective:

• To transfer trust funds between Contacts, Clients or Companies in Clio.

Environment:

• Clio Manage

Additional Information:

n/a

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. Click on the Transactions sub tab
8. Use the drop-down menu to select the Trust account
9. Click New Transaction
10. Fill out the amount you are adding with notes of where it came from
11. Click Record Transaction