How to Add Trust/Client 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
• 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:

1. Navigate to the Matter
2. Click the Transactions sub-tab
3. Click New Transaction on the right side
4. Select the appropriate account for Trust/Client funds from the dropdown menu
5. Enter the amount and any other relevant information 
6. Click Record Transaction