Objective:
- Bring Trust balances from other software into Clio.
- New to Clio and need to set up Client and Matter Trust Funds
- How to migrate outstanding Client Balances into Clio (UK/EU)
Environment:
- Clio Manage
Additional Information:
**Before you follow the steps below, make sure you have completed the following in Clio:
- Added Contacts
- Created Matters
- Set up appropriate Payment Profiles (if necessary)
- Created Operating and Trust/Client Accounts with a balance of $0.00
Procedure:
- Select the main Accounts tab
- Select the Trust/Client Account from the list
- Select New Transaction
- In the pop-up window record:
- The Amount of the deposit
- The Date
- Select the Client and Matter
- Currency
- Description (optional)
- Select Record Transaction
- Repeat for all Clients