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How to Transfer Funds from Matter Operating to Matter Trust Account

Objective:

  • Transfer payment matter operating to matter trust

Environment:

  • Clio Manage

Additional Information:

Procedure:

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

 

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