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KCS - 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

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
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