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Will Deleting a Matter or Contact remove Associated Trust Funds?

Objective:

  • What happens to Trust funds when you delete a Matter

Environment:

  • Clio Manage

Additional Information:

n/a

Answer:

No, Matter level trust funds do not get removed from the Accounts tab upon the Matter's deletion.  The transactions are moved to the Client and the funds become Client level trust funds. If the Client is also deleted, the trust funds will still remain in the Trust account, but will no longer be linked to a Matter or Client.

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