Introducing The Law Community, the online community just for Clio customers. Sign up now.

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. 

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
Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality