Does your firm need to work from home due to COVID-19? Check out these key resources.

How to Add Trust Funds to a Matter

Objective:

  • 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

Environment:

  • Clio Manage

Additional Information:

Procedure:

  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
  5. Enter the amount and any other relevant information 
  6. Click Record Transaction
Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality