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Disburse or Release Trust/Client Funds for a Deleted Matter

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

  1. Follow the steps in this article: How to Disburse or Release Trust/Client Funds
  2. For Step 1, you will go to the Contact

 

Option 2: Disburse/Release funds on the Matter

  1. Recover the Matter from the Recovery Bin, see How To Recover a Deleted Matter in Clio Manage
  2. Follow the steps in this article: How to Disburse or Release Trust/Client Funds
  3. For Step 1, you will go to the Matter

 

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