Transfer Funds from Trust or Operating Retainer

Once funds are deposited in a particular Matter, those funds can be transferred from a trust or operating retainer account to move funds for clients that have multiple matters.

However, you can not transfer funds from a trust account into an operating retainer account or operating retainer funds into a trust account.

How to Transfer Funds

  • From a matter or the operating retainer or trust account, select "transfer funds"

  • Enter the required information and process the transfer of funds.
    • (1) Select a matter, contact, and amount to transfer from.
    • (2) Select a matter and contract to transfer to.
    • (3) Process to complete the transfer.

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