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How to Transfer Funds from Matter Trust to Matter Operating Account?

Objective:

  • Transfer matter/contact trust funds to operating 

Environment:

  • Clio Manage

Additional Information:

Procedure:

  1. Click the Transactions tab of the matter
  2. Select the Trust account from the dropdown (on the left)
  3. Click Transfer funds
  4. Click Between bank accounts checkbox (circle)
  5. Under the Source dropdown select the Trust account
  6. Under the Destination dropdown select the Operating account
  7. Type in the Amount 
  8. Add the Description (optional)
  9. Click Record transfer

 

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