2017

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KCS - 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 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:

Procedure (Previous Clio):

  1. Navigate to the Matter
  2. Click the Transactions sub-tab
  3. Click the green ADD button 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
  7. The amount has now been deposited.
    • You can edit or delete the Transaction from the Transactions Tab of the Matter.

Procedure (New Clio):

  1. Navigate to the Matter
  2. Click the Transactions sub-tab
  3. Click New Transactions
  4. Select the appropriate account for Trust funds
  5. Enter the amount and any other relevant information 
  6. Click Record Transaction
  7. The amount has now been deposited.
    • You can edit or delete the Transaction from the Transactions Tab of the Matter.
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