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

Objective:

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

Environment:

  • Clio Web App

Additional Information:

n/a

Procedure:

  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

 

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