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What Happens When I Delete a Contact With Trust Funds?

Objective:

  • What happens to trust funds on a client after it is deleted?
  • Where do the Trust Funds go after I delete a contact that it is attached to?

Environment:

  • Clio Manage

Additional Information:

  • For more information on how to disburse trust funds, click here

Answer:

You would need to disburse funds from your main trust account to balance out the funds. After that is done, re-add the same amount back into the desired Client/Matter manually as a new transaction. 

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