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:
- If you do not see anything in the Transactions subtab of a Matter/Client, then you need to setup your Accounts in Clio
- How to Add Trust/Client Funds to a Client
- For more information on the difference between Client and Matter level funds, please see this article
Procedure:
- Navigate to the Matter
- Click the Transactions sub-tab
- Select the appropriate account for Trust/Client funds from the dropdown menu
- Click New Transaction on the right side
- Enter the amount and any other relevant information
- Click Record Transaction