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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:
- Record a Transaction (Retainer or Deposit)
- Transfer Funds (From one Ledger to another)
- Transfer Funds Matter-to-Matter (Between a client and any of her Matters)
To add funds to one of your Ledgers, go to the Transaction tab and click on New Transaction.
Now follow the steps for recording a transaction.
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:
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.
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:
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.