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How Do I Transfer Operating Funds from Matter to Client Level?

Objective:

  • What are the steps to transfer trust funds from Matter to Client Level in Operating?

Environment:

  • Clio Manage 

Additional Information:

  • n/a

Procedure:

  1. Open the appropriate Matter
  2. Click the Transactions sub-tab
  3. Select the appropriate Operating Bank Account from the drop-down menu
  4. Click Transfer Funds
  5. Select Between Matters
  6. Select the Source as the Matter with the trust funds.
  7. Select the Destination as Client Balance
  8. Enter the Amount being transferred
  9. Enter the Date and Description if necessary
  10. Click Record Transfer

 

 

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