Question:

• Why is My Client's IOLTA Balance Zero?
• My Contact's Trust Transaction is gone.
• My Contact's Retainer is not showing.

Environment:

• Clio Manage

Additional Information:

• How to See a Client's Trust Transactions
• Video: How to Record Trust Transactions

Answer:

It is possible you are viewing the Trust Account balance from the Matter when the balance is actually on the Contact-level. To view the Trust Account balance from the Contact-level please:

1. Locate the Contact
2. Click on the Transactions sub-tab within the Contact
3. Choose the correct account from the ledger dropdown on the left-hand side of the screen

Alternatively, here are a few other possibilities:

• The Trust Transaction was not initially recorded
• The Trust Transaction was deleted
• The Trust Balance was applied to an invoice
• A Trust-Clio Payment was collected but not linked to the appropriate Contact
• The Trust Transaction was recorded in the Trust Account without linking a Contact to it

To add a new Trust Transaction click the blue 'New Transaction' button on the top right from within the Contact's Transactions subtub - ensuring you select the appropriate Trust Account from the Account dropdown section when recording the Transaction.