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How Do I Record a Trust Transaction that Happened Only in LawPay into Clio?

Objective:

  • Add trust payment that already occurred in LawPay, but not yet in Clio, into Clio

Environment:

  • Clio Manage

Additional Information:

n/a

Procedure:

  1. Open the matter/contact page of the matter/contact you want to add the transaction to
  2. Click the Transactions tab
  3. Choose the Trust account from the dropdown on the left - under Transactions
  4. Click New Transaction on the right
  5. Add the transaction details
  6. Click Record Transaction

 

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