Objective:
- Can I transfer Trust funds from one Matter to another if they aren't linked to the same Matter?
- Can I transfer Trust funds from one client to another?
Environment:
- Clio Manage
Additional Information:
n/a
Answer:
You can only use the "Transfer Funds" feature to make transfers between Matters for the same Client. In this situation, it would be necessary to Disburse Funds from the current Matter, then add them as a New Transaction for the other Matter.