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