Objective:
- How to reconcile a Trust Account balance if it contains funds that are not associated with a Client or Matter
- Unassigned Funds
- Trust Funds
Environment:
- Clio Manage
Additional Information:
n/a
Procedure:
- Go to the main Accounts page
- Select the Account Name to open the Account's Ledger
- Select Disburse Funds
- Fill out the Disburse Funds form
- Select Record Transaction