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How to Apply Trust Funds in Bulk


  • Record Payment from IOLTA on multiple Bills at one time 
  • Use the COLTAF to pay or partially pay many Bills at once
  • How to Approve and Apply Trust


  • Clio Manage

Additional Information:

  • This feature is available for Boutique and higher pricing plans
  • This action can only be performed with Draft or Pending Approval Bills
  • The Funds will be applied to a clients oldest bills prior to the newer ones if multiple bills are unpaid
  • What Does 'Approve and Apply Trust' Do?


  1. Click on Bills in the navigation menu
  2. Click into Draft, Pending Approval or Unpaid Status
  3. Either click the check box on the upper left to select all, or individually check the boxes to the left of specific invoices
  4. Click the down arrow next to Submit for Approval (Draft state), Approve (Pending Approval state), Send, (Unpaid state)
  5. Select Approve & Apply Trust if the bills are in Draft or Pending state, or select Apply Trust if they are in Unpaid State.
  6. Choose the Destination Account
  7. Select Approve & Apply Trust
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