Learn from the best and brightest in legal, technology, and beyond! Join us at the 2019 Clio Cloud Conference — San Diego | October 21-22, 2019.

How to Transfer Funds from the Matter to the Client


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


  • Clio Web App

Additional Information:

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


  1. Go to the Matter where the funds 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. Keep the source as the Matter
  7. Select Client Balance for the Destination
  8. Include amount and any other relevant fields
  9. Click Record Transfer


Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality