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How to Transfer Funds Between the Matter and the Contact

Objective:

  • Move Retainer from Matter to Contact
  • Transferring Trust Funds from the Matter to the Contact

Environment:

  • Clio Manage

Additional Information:

  • Please note: Funds held at the Matter-level can only be used for that specific case unless transferred to the Client-level.

Procedure:

  1. Go to the Contact or Matter where the funds currently are
  2. Click the Transactions sub-tab
  3. Click the account drop-down and select the correct bank account
  4. Click the Transfer Funds button 
  5. Check the box for Between Matters
  6. Select Source and then Select the Matter or Client to transfer funds from
  7. Select Destination of the Client or Matter to transfer funds to
  8. Include the amount that you would like to transfer and any other relevant details
  9. Click Record transfer

 

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