Q97. How do we redistribute Retainer between two matter for the same client?

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There are two ways this can be done, if the two matters are not invoiced, you can always re-distribute by editing the retainer and re-distributing. If not then refund it as Cash in one and put it as a trust deposit in another. You always need client permission before you can do that so please ensure you have written client communication and permission before you do the transfer.

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