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How Do I Return Trust Funds to the Client for a Closed Matter?

Question:

  • How do I show the refund to my client for unused trust funds for a closed Matter?

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

  1. How to Handle a Trust Account Refund with Clio Payments
    for payments received by credit card with Clio Payments

  2. Disbursing Trust and Client Funds
    for payments other than Clio Payments

 

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