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. By following these simple steps, you can easily manage and track trust funds within your Trust Account.

To create trust requests:

1. Navigate to the "Invoices" tab.

2. Locate and click on the "Trust Request" button.

3. Choose the client from whom you wish to request trust funds. Additionally, if the trust request is related to a specific matter, select the relevant matter from the options provided. This step ensures that the funds are associated with the appropriate client and case.

4. Specify the amount of funds you request from the client 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.

5. Confirm all entries and then click on the "Create" button to generate the trust request. Lawcus will now process your request, and the client will be notified accordingly.

Lawcus streamlines the process of requesting trust funds from clients by offering a straightforward Trust Request feature. Following these steps, you can efficiently create and manage trust requests, helping you maintain accurate accounting and improve client communication. Requesting and tracking funds has never been more accessible, empowering you to focus on providing excellent legal services without the hassle of manual financial administration.