- What are the steps to transfer trust funds from Matter to Client Level in Operating?
- Clio Manage
- Open the appropriate Matter
- Click the Transactions sub-tab
- Select the appropriate Operating Bank Account from the drop-down menu
- Click Transfer Funds
- Select Between Matters
- Select the Source as the Matter with the trust funds.
- Select the Destination as Client Balance
- Enter the Amount being transferred
- Enter the Date and Description if necessary
- Click Record Transfer