The client trust balance report highlights the trust balances for each client. The report summarizes the overall amount of trust balance in each client's name along with the date of the client's most recent transaction.
On the report, balances are arranged in an alphabetical order of client names in addition to the bank account where the trust deposit is being held.
You can filter the report based on:
Select Client | Strictly highlight trust balance of the chosen client |
Select Practice Area | Limit the trust balance summaries to only clients that have matters in the designated practice area |
Date Range | Restrict the report data to trust transactions that fall within the period selected |
Display clients with zero balance | Toggling this switch would will populate your report with all clients regardless of their current account balance. |
Contents:
Navigating to client trust balance reporting interface
To navigate to client trust balance report interface:
From anywhere on Lawcus, click Dashboard on the side-menu
Tap Reports
Navigate to Client Trust Balance
Filtering client trust balance report data
To filter client trust balance report data:
Tap the Filter button
Choose from metric(s) available to filter details that's featured in the report
Close the window once done filtering
Generating a client trust balance report in PDF format
To generate a client trust balance report in PDF format:
Click the Download PDF button
Tap Save File and then Ok
Open up the downloaded pdf report with any desired software
Curating a client trust balance report in CSV format
To curate a client trust balance report in CSV format
Click the Download CSV button
Tap Save File and then Ok
Open the report with any spreadsheet software