How to Add Trust/Client 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/Client 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/Client account
5. Enter the Amount and any other relevant information (not the Matter)
6. Click Record transaction