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
- Add a Trust Transactions
Environment:
- Clio Web App
Additional Information:
- How to Add Trust Funds to a Client
- For more information on the difference between Client and Matter level funds, please see this article
- You can edit or delete the Transaction from the Transactions Tab of the Matter
Procedure:
- Navigate to the Matter
- Click the Transactions sub-tab
- Click New Transactions
- Select the appropriate account for Trust funds
- Enter the amount and any other relevant information
- Click Record Transaction