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Can I Transfer Client/Matter Trust Balance to the Firm Operating/Trust Account Balance?

Objective:

  • Move trust 

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

No.  You would have to disburse funds from the Client/Matter Trust account, then add a New Transaction into the Firm Operating/Trust account.  Here are the steps:

Step 1: Disburse from Client/Matter

  1. Go to the Contact or Matter depending on where the trust/operating funds are located 
  2. Click the Transactions sub tab
  3. Select the Trust Ledger
  4. Click Disburse funds/Release funds
  5. Fill in the Amount
  6. Click Record Transaction

Step 2: Record New Transaction into Firm Account

  1. Click Accounts
  2. Click on the Operating/Trust account
  3. Click New Transaction
  4. Record the amount
  5. Click Record transaction
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