Learn from the best and brightest in legal, technology, and beyond! Join us at the 2019 Clio Cloud Conference — San Diego | October 21-22, 2019.

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 


  1. Click on Bills in the navigation menu
  2. Click into Draft, Pending Approval or Awating Payment
  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 (Draftstate), Approve (Pending Approval state), Share, (Awaiting Payment state)
  5. Select Approve & Apply Trust
  6. Choose the Destination Account
  7. Select Approve & Apply Trust
Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality