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How Do I Transfer Funds from Trust to Operating in Real Life?

Question:

  • When I record a payment from a client's retainer, how do I move those funds in my actual bank accounts?

Environment:

  • Clio Manage
  • Bank accounts

Additional Information:

  • N/A

 

Answer:

Clio does not move funds around in bank accounts in real life when transfers are recorded in Manage.
In order to move trust funds once payment is recorded in Clio Manage, you will need to perform a bank transfer or write yourself a check.
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