Objectives
- Add Trust Fund
- Manage Trust Fund
Steps
To track and add Trust Fund, from Money Module → Clients → Trust Funds.
The system will redirect you to view all the trust funds you have.
You can add a new Trust Fund from the Tools button.
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.
For more information about App4Legal, kindly reach out to us at help@app4legal.com.
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