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How to Transfer Funds from the Matter to the Client

Objective:

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

Environment:

  • Clio Manage

Additional Information:

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 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

 

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