Learn from the best and brightest in legal, technology, and beyond! Join us at the 2019 Clio Cloud Conference — San Diego | October 21-22, 2019.

How to Add Trust Funds to a Matter


  • 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 


  • Clio Web App

Additional Information:


  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
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