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Can I Transfer Funds from a Related Contact to a Matter?

Question:

  • How to Move Trust Funds from a Related Contact to a Matter
  • Can I move Trust Funds to Matter from a Related Contact

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

Not at this time. Please contact support@clio.com if you wish to add your vote for this feature.

 

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