How to Add Funds to a Client's Operating Account Balance

Objective:

• Record Operating Funds for a Client/Matter in the Operating Account
• Record pre-payment
• Add New Transaction to Operating Account

Environment:

• Clio Manage

Additional Information:

• UK Users: Please note, Clio Account Reconciliation features enable UK lawyers to operate under the requirements of the Solicitors Regulations Authority in England and Wales
• Operating account balance is not visible on matters dashboard. You have to go to the matter dashboard and then click on Transactions subtab>Select the relevant Operating account to view its current balance.
• Operating account balance will not be considered as Revenue in Clio until it has been applied to pay a bill. It is recommended to always apply and exhaust recorded operating account balance on client bills.

Procedure:

1. Go to the Client/Matter details page
2. Click the Transactions subtab
3. Click the Drop-Down Menu
4. Ensure the Operating account is selected
5. Click New Transaction
6. Enter the Funds in the Amount field
7. Fill out other fields as needed
8. Record Transaction