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What Does the "Disburse Funds" Button Do?

Objective:

  • What Does the "Disburse Funds" Button Do?
  • What does "Disburse Funds" Mean?

Environment:

  • Clio Manage

Additional Information:

  • Note: There are no live links between your bank account and Clio. The disbursement function in Clio is for documentation purposes only and you will need to write a check from your trust account to record the debit of funds from the client. 
  • How to disburse trust funds?

Answer:

  • The Disburse Funds button allows you to record and document a payment (disbursement) of funds from your Trust Account to pay the client, or to pay items on their behalf.
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