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
Click and open
Billing
from the left menu.Click on the
Dropdown Option
right next toNew Invoice
.Select
Trust Request
from the available options.Select the
Client
andMatter
for which you want to raise the Trust Request.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.Select the
Template
as per your requirement. The Default template will be applied automatically.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.
Click on
Billing
from the left side menu and select theAccounts Tab
from the top.Click open the
Trust Account
on which you want to deposit the amount. You will notice theSelect Bank Account
field is pre-filled.Alternatively, on the
Account
page, click theDropdown
menu next to theNew Account
button and selectDeposit
from the available options. Then, select the bank account on which you want to deposit the amount from theSelect Bank Account
Field.Add all applicable details like
Client Name
,Matter Name
,Note
&Check
Details.Finally, click on
Save
to complete the deposit.
FAQ Section
FAQ1: What can I do if I can't download a trust request but need a fast alternative?
Answer: Contact us so we can investigate the issue and get back to you. If it is urgent, try to email the trust request to yourself so you can download it.
FAQ2: Is there any difference between a credit request and a trust request?
Answer: Yes, there's a difference. A trust request puts money into a special account called a trust account, while a credit request puts money into the regular account that the law firm uses for its everyday operations.
Credit Request: Asking a bank or lender for money that the law firm will use for its own needs, like paying bills or growing the business.
Trust Request: Handling money that belongs to clients. Lawyers hold onto this money for specific reasons, like legal work or settlements, and must be very careful to use it only for those purposes. Requests here involve moving or using the money that belongs to clients correctly, following strict rules.