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Error "You are about to overdraw your trust account by..." When Disbursing Funds from Trust


  • Client running balance showing available, but showing an error when trying to disburse that balance


  • Clio Manage

Additional Information:

  • How to Transfer Funds Between the Matter and the Contact?


Funds were originally deposited into the matter and not the client.


  1. Look at the Client and Matter columns
  2. If the Matter column is missing the matter name, then the funds were originally deposited only into the contact and not into the matter
  3. If the Matter column has a matter name, and if you are looking at the client page (instead of the matter one), then the funds need to be disbursed from the matter's Transactions tab


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