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How Do I Move a Disbursement Between a Matter and a Client?

Objective:

  • Transfer disbursement from client to matter level trust
  • Transfer disbursement from matter to client level

Environment:

  • Clio Manage

Additional Information:

  • n/a

Procedure:

  1. Go to the client page
  2. Click the Transactions tab at the top
  3. Choose the Trust account from the dropdown (beside the date range on the left)
  4. Click Edit under the Actions column for the Disbursement transaction
  5. Add/remove the matter in the Matter dropdown (depending on whether you would like to show the disbursement under the matter or the client)
  6. Click Save transaction

 

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