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How to Bring Trust/Client Balances Into Clio


  • 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)


  • Clio Manage

Additional Information:

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


  1. Select the main Accounts tab
  2. Select the Trust/Client 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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