Regardless of where you input a trust deposit within the application, a matter must be selected as a trust accounting safeguard. Navigation There are a few areas in which you can add a trust deposit: From the main Matters page – When looking at your list of matters, click on the three dots at the end of …

There are a few areas in which you can add a trust withdrawal: From the main Matters page: From the main navigation panel, click Matters. Select a matter, click on the 3 dots to the far right of the row, and  from the drop-down, select Trust Transaction Withdrawal. Banking: Click on the Banking tab. Double-click on the Trust Account, and scroll down …

You can utilize a single trust credit (deposit) or debit (withdrawal) from a trust account across multiple matters. However, please note that this method is not designed for recording invoice payments within your firm. Apply a Credit (Deposit) to Multiple Matters To apply a credit to multiple matters: Create a matter called Internal Funds Transfers for use as a bridge between the credit and …

Our third-party bills tool lets you add, edit, and delete your third-party bills. This helps you manage these bills to ensure proper payments from trust, accurate trust reporting, and quick, reliable reporting in the Matter Cost Statement. Add a Third-Party Bill To add a third-party bill: From the left navigation panel, click Matters. On the Matters …

You can pay third-party bills individually, or in bulk. Pay a Third-Party Bill To pay a third-party bill: From the left navigation panel, click Matters. On the Matters screen, double-click the matter. From the tabs atop the Matters Details section, click Banking. From the tabs atop the Banking screen, click 3rd Party Bills. On the 3rd Party Bills screen, check …

If you wish to hold a certain amount in a matter’s trust deposit account that cannot be used against invoice payments, you can place trust funds on hold. Trust Hold has to be configured at the firm level and you can override the firm level settings at the matter level. Configure Trust Hold Settings Note: …

You can place holds on third-party bills until you want them paid. Add or Remove a Hold To add or remove a hold from a third-party bill: From the left navigation panel, click Matters. On the Matters screen, double-click the matter. From the tabs atop the Matters Details, click Banking. From the tabs atop the Banking screen, click 3rd Party Bills. …

Attorneys often retain a nominal amount of personal funds in their trust account to cover bank fees and other related incidentals. We refer to this as a personal buffer. Important: Check with your jurisdiction, as the total funds allowed in trust for this purpose can differ. Create a Personal Buffer Matter To create a personal …