Trust Requests: Troubleshooting Mistakenly Applied Trust Payments and Trust Refunds

Trust Requests is available to subscribers of our Loyalty, Boutique, and Elite plans.

You can upgrade to the Boutique or Elite plan in the app, or if you’re interested in seeing how this feature can work for your law firm feel free to contact us by email or give us a call at 1-888-858-2546 (choose option #1).

Once a payment has been received on a Trust Request, it cannot be deleted (although credit card payments via Clio Payments can be voided up until the payment processing has completed). 

If a payment has been received in error, or if you need to return trust funds to a client, you must record this disbursement.

First, navigate to the "Transactions" subtab of the Contact or the Matter—whichever you have assigned the trust funds to. (Trust funds may be assigned to either a Client or a Matter. For details, see the "Trust Account Management in Clio" support article.)

In this Matter's trust account ledger, we see that there is $1,000.

To disburse trust funds from this account, click "Disburse Funds". This will display the "Disburse Funds" modal.

Fill in the relevant fields and click "Disburse Funds". A negative entry is entered in the trust account ledger showing that the funds have been disbursed.