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  • How to Track a Trust Fund?




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Click on the Money Module → Go to the " Clients" Module → "Trust Funds".

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The system will redirect you to view all the trust funds deposits that you have.

You can add a new Trust Fund from the "Add" button.

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Once adding a new trust fund, you need to select the client name, amount, the deposited on date, and the payment method

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You will be able also to View/Edit or Delete the Trust Fund from the actions wheel on the left side in every line level.

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For more information about App4Legal, kindly reach out to us at help@app4legal.com.

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