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


  • 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?


  • Clio Web App

Additional Information:



No, you can not use the Transfer Funds Matter to Matter feature only if they are linked to the same Client.

If you need to transfer Trust funds from one client's Matter to another client's Matter, you would have to disburse the funds from the Matter that has the funds and manually add the funds to the other Matter.

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