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What Happens When I Delete a Contact With Trust Funds?


  • 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?


  • Clio Manage

Additional Information:

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


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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