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How to Bring Trust Balances into Clio

Objective:

  • Bring Trust balances from other software into Clio.
  • New to Clio and need to set up Client and Matter Trust Funds

Environment:

  • Clio Manage

Additional Information:

**Before you follow the steps below, make sure you have completed the following in Clio:

Procedure:

  1. Select the main Accounts tab
  2. Select the Trust Account from the list
  3. Select New Transaction
  4. In the pop-up window record:
    • The Amount of the deposit
    • The Date
    • Select the Client and Matter
    • Currency
    • Description (optional)
  5. Select Record Transaction
  6. Repeat for all Clients

 

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