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 IOLA at the Matter level
- Deposit funds to Retainer account
- Add Money to Escrow Account
- Prepayment into Trust Account
Environment:
- Clio Web App
Additional Information:
- How to Add Trust Funds to a Client
- You can edit or delete the Transaction from the Transactions Tab of the Matter
Procedure (Previous Clio):
- Navigate to the Matter
- Click the Transactions sub-tab
- Click the green ADD button on the right side
- Select the appropriate account for Trust funds
- Enter the amount and any other relevant information
- Click Record Transaction
Procedure (New Clio):
- Navigate to the Matter
- Click the Transactions sub-tab
- Click New Transaction
- Select the appropriate account for Trust funds
- Enter the amount and any other relevant information
- Click Record Transaction