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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 that is near the top of the page

3. Click the account drop-down and select the correct bank account (Operating or Trust)

4. Click the Transfer Funds button 

5. Check the box for Between Matters

6. Under Source: Select the Matter to transfer funds from

7. Under Destination: Select Client Balance

8. Include the amount that you would like to transfer and any other relevant details

9. Click Record transfer

 

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