Trust Account Management
Manage client trust accounts with deposits, disbursements, running balances, and detailed transaction records — all linked to the right matter.
Key capabilities
Track client funds held in trust, deposits, and disbursements.
Per-matter trust accounts
Create trust accounts linked to specific matters. Track deposits, disbursements, and running balances for each client fund.
Transaction tracking
Record deposits and disbursements with descriptions, reference numbers, and dates. Full transaction history per account with automatic balance recalculation.
Multi-currency support
Hold trust funds in PHP, USD, or any supported currency. Each account maintains its own currency without conversion.
Trust account reports
Generate detailed trust account statements as PDF. Email reports directly to clients or firm partners with matter context.
What's included
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Upload, organize, search, and connect files to the right matter.
Task Management
Assign work, monitor progress, and keep every action visible.