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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
  • Add funds to 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:

Procedure:

  1. Go the Client you want to apply the funds to
  2. Click the Transactions sub-tab
  3. Click the blue New Transaction button on the right side
  4. Select the appropriate account for the Trust Funds
  5. Enter the amount and any other relevant information (not the Matter)
  6. Click Record Transaction
  7. The amount has now been deposited.
    • You can edit or delete the Transaction from the Transactions Tab on the Client's Contact page.

 

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