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How To Overdraw Trust Account


  • How to reduce the trust account balance below zero 


  • Clio Manage

Additional Information:

Depending on location some Bar Associations in the United States, and jurisdictions internationally have strict regulations surrounding Trust Accounting. Before overdrawing the account we would urge caution as mismanagement of Trust Funds can have serious implications for practicing legal professionals. Before you overdraw the account Clio will warn you that you are about to complete this action. 


  1. Go to the Matter
  2. Click Transactions
  3. Change the Ledger to the Trust Account 
  4. Click Disburse Funds 
  5. In the Amount enter the amount you will to overdraw by for example if you have zero in the trust account and want to overdraw by twenty dollars then simple input 20 
  6. Click Record Transaction 


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