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