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What Does the "Disburse Funds" Button Do?

Objective:

n/a

Environment:

  • Clio Manage

Additional Information:

Note: There are no live links between your bank account and Clio. The disbursement in Clio is for documentation purposes only and you will need to write a check to your Client for them to receive the disbursement.

Answer:

The Disburse Funds button allows you to record and document a return (disbursement) of funds from your Trust Account back to the client.  

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