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How to Manage Account Transfers in Lawcus

Learn how to transfer funds between accounts or matters in Lawcus while keeping your financial records accurate and organized.

Written by Devanshi Kackar

In Lawcus, you can easily manage your funds and keep your financial records organized. If money is accidentally recorded under the wrong account or matter, there’s no need to worry—you can transfer funds between different accounts or matters as needed.

When making a transfer, simply make sure the correct client is selected before proceeding.

Lawcus provides two ways to manage transfers, helping you maintain accurate records and manage your bank accounts more efficiently:

Account-to-Account Transfer

  1. Click and open Billing from the left menu and select the Accounts Tab.

  2. Click on the Dropdown Option right next to New Account.

  3. Select Account to Account Transfer. Alternatively, click open an account and click on the Dropdown Option next to Deposit and select Account to Account transfer.

  4. Select Client and Matter (if required).

  5. Select the Source Account and Destination Account, Date and Amount.

  6. Add Note for internal reference and click on Save.​

Matter to Matter Transfer

  1. Click and open Billing from the left menu and select the Accounts Tab.

  2. Click on the Dropdown Option right next to New Account.

  3. Select Matter to Matter Transfer. Alternatively, click open an account and click on the Dropdown Option next to Deposit and select Matter to Matter transfer.

  4. Select Client and Matter (if required).

  5. Select the Source Matter and Destination Matter, Date and Amount.

  6. Add Note for internal reference and click on Save.

    Note: You may also transfer the client balance to a matter using this method.

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