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 Matters > 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 Matters Page > on the right-hand side, click "Trust Transaction Deposit"



In the Trust Deposit window:



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


Amount: Type in the personal buffer amount


Type: Choose deposit or Wire/ACH-In


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: