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• Add Trust Fund
• Manage Trust Fund

Steps

To In App4Legal, you can track and add Trust Fund, from Money Module → Clients → Trust Funds.the Trust Funds.

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 Tools button"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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