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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

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. 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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