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How to Add Trust Funds to a Client

Objective:

  • 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

Environment:

  • Clio Manage

Additional Information:

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

Procedure:

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

 

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