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