Introducing The Law Community, the online community just for Clio customers. Sign up now.

Can I Bulk Transfer Funds from One Trust Account to Another?

Question:

  • To determine if funds can be moved in one transfer instead of individually
  • Bulk Transfer Trust Funds

Environment:

  • Clio Manage

Additional Information:

n/a

 

Answer:

No, for Trust Compliance regulations and accuracy reasons, Trust transactions cannot be bulked transferred. They must be manually moved over at the Client or Matter level. 

 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality