Learn from the best and brightest in legal, technology, and beyond! Join us at the 2019 Clio Cloud Conference — San Diego | October 21-22, 2019.

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 Web App

Additional Information:

UK Users: Please note, Clio Account Reconciliation features enable UK lawyers to operate under the requirements of Solicitors Regulations Authority in England and Wales

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
Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality