The 2020 Legal Trends Report is now available. Get the latest insights here.

How Do I Accept Pre-payments on Matters?

Objective:

  • Accepting retainers
  • Retainer payments
  • Trust payments
  • Prepayments
  • Upfront payments

Environment:

  • Clio Manage

Additional Information:

Procedure:

  1. Go to the Matter
  2. Go to the Transactions tab
  3. From the dropdown menu select the Operating or Trust Account 
  4. Click on New Transaction top right of the screen
  5. Fill in the fields
  6. Click on Record Payment bottom left of screen
  7. Once a Bill is Generated, Record Payment on the Bill drawing from the Trust or Operating Accounts

 

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