KCS - 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 green Add button
  4. Select the Transfer Funds tab
  5. Select the applicable Operating Account from the Source menu
  6. Select the applicable Trust Account from the Destination menu
  7. Fill out the rest of the form as needed
  8. Select Record Transfer

 

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