Lawcus

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.

Click and open <code>Billing</code> from the left menu.

Click on the <code>Dropdown Option</code> right next to <code>New Invoice</code>.

Select <code>Trust Request</code> from the available options.

Select the <code>Client</code> and <code>Matter</code> for which you want to raise the Trust Request.

Specify the <code>Amount</code> 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 <code>Template</code> as per your requirement. The Default template will be applied automatically.

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

1. Click and open <code>Billing</code> from the left menu.
2. Click on the <code>Dropdown Option</code> right next to <code>New Invoice</code>.
3. Select <code>Trust Request</code> from the available options.
4. Select the <code>Client</code> and <code>Matter</code> for which you want to raise the Trust Request.
5. Specify the <code>Amount</code> 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 <code>Template</code> as per your requirement. The Default template will be applied automatically.
7. Confirm all entries and click the <code>Create</code> 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 <code>Billing</code> from the left side menu and select the <code>Accounts Tab</code> from the top.

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

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

Add all applicable details like <code>Client Name</code>, <code>Matter Name</code>, <code>Note</code> &amp; <code>Check</code> Details.

Finally, click on <code>Save</code> to complete the deposit.

1. Click on <code>Billing</code> from the left side menu and select the <code>Accounts Tab</code> from the top.
2. Click open the <code>Trust Account</code> on which you want to deposit the amount. You will notice the <code>Select Bank Account</code> field is pre-filled.
3. Alternatively, on the <code>Account</code> page, click the <code>Dropdown</code> menu next to the <code>New Account</code> button and select <code>Deposit</code> from the available options. Then, select the bank account on which you want to deposit the amount from the <code>Select Bank Account</code> Field.
4. Add all applicable details like <code>Client Name</code>, <code>Matter Name</code>, <code>Note</code> &amp; <code>Check</code> Details.
5. Finally, click on <code>Save</code> to complete the deposit.

Steps to Create Trust Requests

How to Deposit an Amount Directly into Trust Account?