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Disbursing Trust and Client Funds

Once funds are added to a Client's Trust Account Ledger, they can be used to make payments on that client's invoices. But, sometimes, these funds need to be disbursed back to the client or to a 3rd party. This article will show how to disburse funds from the Trust/Client account.

First, navigate to the "Transactions" subtab of the Contact or the Matter—whichever you have assigned the trust funds to. (Trust/Client 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/Client account ledger, we see that there is $1,000.



To disburse trust funds from this account, click Release funds (EU) or Disburse Funds (NA). This will display the "Release" modal.



Fill in the relevant fields and click Record Transaction. The Source/Recipient field will be where you can indicate where these trust funds are being directed to. A "Funds out" entry is entered in the trust account ledger showing that the funds have been disbursed.


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