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How to Add Trust/Client Funds to a Matter

Objective:

  • Record a Retainer to a Client or Contact's Matter
  • Add new Trust Funds 
  • Add funds to Trust at the Matter level
  • Add funds to IOLTA at the Matter level
  • Deposit funds to Retainer account
  • Add Money to Escrow Account
  • Prepayment into Trust Account
  • Add a Trust/Client Transactions 
  • Input Retainer
  • Receive trust funds
  • Apply trust funds

Environment:

  • Clio Manage

Additional Information:

Procedure:

  1. Navigate to the Matter
  2. Click the Transactions sub-tab
  3. Select the appropriate account for Trust/Client funds from the dropdown menu
  4. Click New Transaction on the right side
  5. Enter the amount and any other relevant information 
  6. Click Record Transaction
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