Newly solo. Previously worked as a law clerk so no experience with billing, case management, etc. I purchased Clio. Everything seems straight forward but billing/payments. So I was asked to be a reviewing atty in an adoption case for one of the bio parents (she’s planning to consent.) The petitioner’s atty paid me a retainer through Clio so my client is not actually paying me directly. How do I deposit those funds into my IOLTA account? Or is that automatic?

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Unless you have already earned the fee, best not to mingle it with regular operating business account.

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I understand that. That’s not what I’m asking. I have a trust account and an operations Account. I was paid the retainer through Clio but it doesn’t appear in my bank trust account. I am asking how that happens to get it to reflect the funds in my IOLTA account.

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If your iolta is linked to Clio, yes it will deposit automatically. It usually takes a couple of days to show.

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