Issue:
- User deleted a Matter which had Client/Trust funds. Not able to disburse/release funds back to Client.
Environment:
- Clio Manage
Additional Information:
- When you delete a Matter, Transactions, including remaining matter balances, will be transferred to the contact balance. For more on deleting Matters, see What Happens When I Delete a Matter?
Resolution:
Option 1: Disburse/Release funds on the Contact
- Follow the steps in this article: How to Disburse or Release Trust/Client Funds
- For Step 1, you will go to the Contact
Option 2: Disburse/Release funds on the Matter
- Recover the Matter from the Recovery Bin, see How To Recover a Deleted Matter in Clio Manage
- Follow the steps in this article: How to Disburse or Release Trust/Client Funds
- For Step 1, you will go to the Matter