Retainer Funds & Client Ledger
Record client funds received, apply available balances to invoices, and track refunds and adjustments. Produce client ledger statements with running balances and low-balance alerts.
Key capabilities
Track client money from receipt through invoice application and refund.
Client funds ledger
Keep deposits, invoice applications, refunds, and adjustments together with a running balance for each client fund.
Apply funds to invoices
Use available retainer funds against invoices while preventing applications that exceed the available balance.
Statements and history
Produce client ledger statements showing transactions and running balances so the firm can account for funds received and used.
Replenishment alerts
Set a low-balance threshold to identify funds that need replenishment. Track money balances alongside separate retainer agreements for monthly hours and utilization.
What's included
Explore more features
Case & Matter Management
Organize every matter, party, document, deadline, and note.
AI Knowledge Workspace
Ask questions across your firm workspace with controlled access.
Legal Calendar
Track firm dates, court deadlines, reminders, and internal events.
Document Management
Upload, organize, search, and connect files to the right matter.
Task Management
Assign work, monitor progress, and keep every action visible.