Objective:
- To transfer trust funds between Contacts, Clients or Companies in Clio.
Environment:
- Clio Manage
Additional Information:
n/a
Procedure:
- Go into the Contact that you wish to transfer Trust funds from
- Click on the Transactions sub tab
- Use the drop-down menu to select the Trust account
- Click Disburse Funds and fill out the amount you are disbursing with notes
- Click Record Transaction
- Go into the Contact that you wish to transfer Trust funds to
- Click on the Transactions sub tab
- Use the drop-down menu to select the Trust account
- Click New Transaction
- Fill out the amount you are adding with notes of where it came from
- Click Record Transaction