How to Transfer Client Funds from Operating to Trust?

Objective:

  • Transfer a retainer funds from Operating to Trust

Environment:

  • Clio Web App

Additional Information:

n/a

Procedure:

  1. Open the desired Contact's page
  2. Go to the Transactions subtab
  3. Select the Account where the funds are currently located (your Operating Account)
  4. Select Transfer Funds
  5. Make sure that 'Between Bank Accounts' is selected
  6. As the Source of the Transfer, select the Clients Operating Balance
  7. As the Destination, select the Client's Trust Account
  8. Click on Record Transfer

 

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