Objective:
- Transfer funds from one Account to the other
- Transfer client funds
- Transfer Matter funds
- Transfer Trust funds to Operating
- Transfer Trust funds between two Trust accounts
Environment:
- Clio Manage
Additional Information:
This is relevant for the New Clio Experience.
Procedure:
For Client-Level Transactions
- Go to the relevant Client
- Select the Transactions sub-tab
- Click the Transfer Funds button
- Ensure Between bank accounts is selected
- Enter in Source, Destination, and Amount
- Enter in any other relevant information (optional)
- Click Record Transfer
For Matter-Level Transactions
- Go to the relevant Matter
- Select the Transactions sub-tab
- Click the Transfer Funds button to the right
- Click the Between bank accounts button
- Enter in Source, Destination, and Amount
- Enter in any other relevant information (optional)
- Click Record Transfer