Create a Personal Buffer Matter for Your Trust Account

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.

Create a Personal Buffer Matter

To create a personal buffer in your trust account:

1. From the left navigation panel, click Matters.
2. On the Matters screen, add a matter within which to record your personal buffer transactions. We recommend naming your personal buffer matter something like Personal Buffer (Trust) for easy reference.
3. Single-click your personal buffer matter, click on the three dots at the end of the row and from the drop-down, click Trust Transaction Deposit.
   
   The Matter’s Trust Deposit screen opens.
   
4. From the Date field’s drop-down, click the deposit date.
5. In the Amount field, enter the deposit amount.
6. Check the box if you wish to use Integrated Payments.
7. In the Payor field, enter your or your firm’s name.
8. The Type field’s drop-down defaults to Deposit.
9. From the Method field’s drop-down, click the payment method.
10. In the Memo field, enter a memo if desired.
11. In the upper right corner, click Save.
    The system updates the balance on your personal buffer matter. Going forward, you can use this matter to record your personal buffer transactions.