Moving Funds in Clio

When you are looking at a client or matter card in Clio, you will see the Transaction tab that contains the various ledgers you have opened.

You have the ability within the transaction tab to:

  1. Record a Transaction (Retainer or Deposit)
  2. Transfer Funds (From one Ledger to another)
  3. Transfer Funds Matter-to-Matter (Between a client and any of her Matters)

Record a Transaction

To add funds to one of your Ledgers, go to the Transaction tab and click on New Transaction.

Record_a_transaction.png

Now follow the steps for recording a transaction.

Transfer Funds

If there are situations that you need to transfer client funds from one account to another, then click on Transfer funds in the Transaction tab:

Transfer_funds_bank_accounts.png

In the Transfer funds box, choose Between bank accounts.  Enter in the information about the transfer including the Source, Destination, and Amount fields and including any notes if desired. Then click on Record transfer.

between_bank_accounts.png

Transfer Funds Matter-to-Matter

If there is a situation where you need to transfer funds between the client level and/or Matters linked to a single client, then click on Transfer funds in the Transaction tab and choose Between Matters:

between_matters.png

In this form, ensure that the Client field is filled in then enter in the information about the transfer; including Source, Destination, Amount, and any notes if desired. Then click on Record Transfer.

 

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