How Do I Transfer Funds from One Matter to Another?

Because Zola Suite is matter-centric, trust payments must be specific to one matter instead of a single client.

If you need to transfer trust funds from one matter to another, you will need to first cut a trust check from the matter you wish to transfer the funds from. The check can be made payable to the law firm.

Next, you will need to record the deposit into the new matter. This can be done through the new trust/retainer option.

You can now use the funds placed in the second matter towards invoices.

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