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KCS - How to Record a Trust Request Refund within LawPay


  • Reflect a refund from Trust when a Clio Payment was recorded and completed on a Trust Request


  • Clio Web App
  • LawPay

Additional Information:

If it is the same day that the payment was recorded then it can simply be voided. If not, then it will need to be refunded within LawPay.


  1. Follow the LawPay instructions here to process the refund
  2. Navigate back to Clio
  3. Navigate to the Transactions tab of either the Client or Matter
  4. Select the trust account from the drop-down
  5. Select the Disburse Funds button
  6. Enter in the amount being refunded within the "Amount" field
  7. Populate the remaining fields as needed
  8. Select the Record Transaction button


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