There may be a time where you need to switch trust banks and need to transfer funds from the old trust bank to the new trust bank.  Transferring the trust balance must be done on the matter level.


To do this:


First, you need to create a new matter.


  • On the Matter Landing Page, Click Add



In the Add Matter Window:



  • Enter the Client Name, matter name, matter owner, and billing method and any other information needed for the client matter.
  • Where it says "Trust Bank", choose the new trust account for the client matter from the drop-down menu.
  • When ready, click Save.


Note: Make sure when creating the new client matter, that the matter name is different from the old matter name.

(Ex: Old matter name: Estate Planning, New Matter Name: Estate Planning 2)


You will then see the new client matter added on the matter landing page:



The next step is to do an adjustment out of the funds from the old client matter, and then do an adjustment in of the funds into the new client matter.


  • Locate the old client matter > Select the Client Matter > Click Trust Payment



In the Matter's Trust Withdrawal Window:



  • Enter the Date of trust funds transfer
  • Enter the Amount
  • Type: Adjustment Out
  • Method: Internal Operation
  • From: Type in the old client matter 
  • Memo: Type in what this transaction is for(ex. Transfer funds to New Trust Account)


When ready, Click Save.


You will now see funds removed from the old client matter:



The last step is to do an adjustment in of the funds from the old matter into the new matter linked to the new trust bank.


  • Locate the new client matter > Select the Client Matter > Click Trust Deposit



In the Matter's Trust Deposit Window:



  • Enter the Date of trust funds transfer
  • Enter Amount
  • Type: Adjustment In
  • Method: Internal Operation
  • From: Type in the old client matter
  • Memo: Type in what this transaction is for(ex. Transferred funds from old trust account)


When ready, Click Save.


You will see the funds have now been deposited into the new matter associated with the new trust bank: