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How to Add Trust/Client Funds to a Client


  • Record a Retainer to a Client
  • Add funds to Trust
  • Add funds to IOLTA/IOLA
  • Add funds to Retainer account for a Contact
  • Deposit Money to Escrow Account
  • How To Record A Transaction To A Client


  • Clio Manage

Additional Information:

  • For information on the difference between Client and Matter level funds, see here.
  • For information on how to add Trust/Client funds to a Matter, see here.


  1. Navigate to the Contact you wish to add funds to
  2. Click Transactions 
  3. Click New Transaction 
  4. Select your Trust/Client account
  5. Enter the Amount and any other relevant information (not the Matter)
  6. Click Record transaction


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