Note: This is not allowed for all states but some let you have a small amount of personal funds in trust to cover fees.


To do this:


  • Go to Main Matter Page > Click Add



In the Add Matter window:


Client*: Type in the Firm Name. If the firm name does not populate, click add client.


Trust Bank: Choose a trust bank


Matter Name: Type in Personal Buffer


Matter Owner: Choose a matter owner.


  • When ready, click Save.


You will now see your Personal Buffer Matter added on the main matter page:



Next, you will need to enter a trust transaction of a deposit for the personal buffer


  • On the main matter page > on the right-hand side click trust transaction button



In the Trust Transaction window:



Date: Put in the date of when the deposit was made


Amount: Type in the personal buffer amount


Type: Choose deposit


Memo: Put in a memo Ex. Personal Buffer to cover fees


  • When done, Click Save


You will then see the amount go into the trust account as shown here: