Note: This is not allowed in all states but some let you have a few 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 deposit 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
Method: Choose method of payment
Memo: Put in a memo for internal notes
- When done, Click Save
You will then see the amount go into the trust account as shown here: