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How to Transfer Funds from Client Level to Matter Level

Objective:

  • Transferring Trust or Operating funds from a Client to the Client's Matter
  • Client Funds
  • Matter Funds
  • Move Funds

Environment:

  • Clio Manage

Additional Information:

Procedure:

  1. Open the appropriate Contact 
  2. Click the Transactions sub-tab
  3. Select the appropriate Bank Account from the drop-down menu
  4. Click Transfer Funds
  5. Select Between Matters
  6. Select the Source as the Client Balance
  7. Select the Destination as the appropriate Matter
  8. Enter the Amount being transferred
  9. Enter the Date and Description if necessary
  10. Click Record Transfer
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