This article may be out of date!
Visit the New Knowledge Center

How to Disburse Trust Funds that are not linked to a Client or Matter


  • How to reconcile a Trust Account balance if it contains funds that are not associated with a Client or Matter
  • Unassigned Funds
  • Trust Funds


  • Clio Manage

Additional Information:



  1. Go to the main Accounts page
  2. Select the Account Name to open the Account's Ledger
  3. Select Disburse Funds
  4. Fill out the Disburse Funds form
  5. Select Record Transaction


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