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How to Create Trust Requests in Lawcus?
How to Create Trust Requests in Lawcus?

Create Trust Requests and manage deposits in your Trust Account easily.

Harsimran Singh avatar
Written by Harsimran Singh
Updated over 2 weeks ago

Trust Requests in Lawcus allow you to effortlessly request funds from your clients, whether as an upfront deposit, escrow deposit, or a trust fund top-up.

Steps to Create Trust Requests

  1. Click and open Billing from the left menu.

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

  3. Select Trust Request from the available options.

  4. Select the Client and Matter for which you want to raise the Trust Request.

  5. Specify the Amount in the designated field. Optionally, you can include a brief note for the client's reference, providing any relevant details or context about the request.

  6. Select the Template as per your requirement. The Default template will be applied automatically.

  7. Confirm all entries and click the Create button to generate the trust request. Lawcus will now process your request, and the client will be notified.

You can always submit a Trust Request for a client without choosing a matter. Choose a matter when the Trust Fund is meant for a specific matter.

This will create a Trust Invoice, which can then be sent to the client for payment.
Clients can make online payments incase Lawcus Payments/Lawpay is integrated with Lawcus.

How to Deposit an Amount Directly into Trust Account?

You can manually deposit the amount into the target trust account if clients make direct cash payments. Follow the steps below.

  1. Click on Billing from the left side menu and select the Accounts Tab from the top.

  2. Click open the Trust Account on which you want to deposit the amount. You will notice the Select Bank Account field is pre-filled.

  3. Alternatively, on the Account page, click the Dropdown menu next to the New Account button and select Deposit from the available options. Then, select the bank account on which you want to deposit the amount from the Select Bank Account Field.

  4. Add all applicable details like Client Name, Matter Name, Note & Check Details.

  5. Finally, click on Save to complete the deposit.

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