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.

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

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

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