KCS - How to Transfer Funds from Client Level to Matter Level

Objective:

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

Environment:

  • Clio Web App

Additional Information:

Related Article: How to Transfer Funds Matter to Matter

Procedure:

  1. Open the appropriate Contact 
  2. Click the Transactions subtab
  3. Click the green Add button
  4. In New Transaction Modal, select Transfer Funds Matter-to-Matter
  5. Select the Trust Account from Bank Account dropdown
  6. Under Sourceselect Client Balance 
  7. Under Destination, select the desired Matter
  8. Enter the Amount being transferred
  9. Enter the Date 
  10. Click Record Transfer
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