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How to Add Trust Funds to a Matter


  • Record a Retainer to a Client or Contact's Matter
  • Add funds to Trust at the Matter level
  • Add funds to IOLTA 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 Transactions 
  • Input Retainer
  • Receive trust funds
  • Apply trust funds


  • Clio Manage

Additional Information:


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