2017

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KCS - How To Transfer Trust Funds Between Clients

Objective:

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

Environment:

  • Clio Web App
  • Contacts
  • Accounts

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 Disburse Funds
  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 Add
  10. Fill out the amount you are adding with notes of where it came from
  11. Click Record Transaction

 

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