Introducing The Law Community, the online community just for Clio customers. Sign up now.

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

Issue:

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

Environment:

  • Clio Manage

Additional Information:

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

Cause:

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

Procedure:

  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

 

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