Moving Trust Funds from one Client to Another

Updated April 14, 2025 17:53

If it is for the same Client but a different Matter, you can use the Retainer/Trust Transfer feature in AR Manager. If it needs to be moved to an entirely different Client and Matter, see the article entitled: Trust Transfer. It provides two options for moving the funds to the correct Client-Matter.

Was this article helpful?

Moving Trust Funds from one Client to Another

<%= previousTitle %>

<%= nextTitle %>

In this article

<%= heading %>

<% if (!block.description) { %> <%= block.name %> <% } else { %> <%= block.name %> <% } %>

Still have questions?

Categories

Toggle navigation menu

<%= category.name %>