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.