- Client running balance showing available, but showing an error when trying to disburse that balance
- Clio Manage
- How to Transfer Funds Between the Matter and the Contact?
Funds were originally deposited into the matter and not the client.
- Look at the Client and Matter columns
- If the Matter column is missing the matter name, then the funds were originally deposited only into the contact and not into the matter
- 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