KCS - 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

Environment:

  • Clio Web App

Additional Information:

  • How to Add Trust Funds to a Matter
  • Client funds can be used towards any Matter related to the Client, whereas Matter Trust funds can only be used towards the Matter they are associated with

Procedure:

  1. Go the Client you want to apply the funds to
  2. Click the Transactions sub-tab
  3. Click the green ADD button on the right side
  4. Select the appropriate account for 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.

 

Was this article helpful?