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Can I Transfer Trust Funds Matter to Matter if it is not Linked to the Same Client?

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?
  • How do I transfer Trust Funds from one Matter to another Matter with a different Client?

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. 

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