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Objectives

Steps

In App4Legal, you can track and add the Trust Funds.

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

Lexzur > How to Track a Trust Fund? > trust funds.png

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.

Lexzur > How to Track a Trust Fund? > add trust fund.png

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

Lexzur > How to Track a Trust Fund? > add trust fund details.png

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.

Lexzur > How to Track a Trust Fund? > view edit delete trust.png

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

Thank you!