Docketwise enables you to maintain unlimited Trust Accounts and to track the Clients and Matters associated with the funds in each account.
Create a Trust Account
In order to create a Trust Account, navigate to Settings > Bank Accounts. Then click "New Trust Account" and select "Trust" for the account type.
View a Trust Account's Transactions and Balance
In order to view all of the transactions (e.g. trust transfers, trust requests, disbursements) and the balance of a particular Trust Account, navigate to Settings > Bank Accounts and select the Trust Account that you want to review.
For each transaction associated with the Trust Account, you'll see the:
Transaction date
Client
Matter
Type, and
Amount
Client or Matter Trust Account Funds
In order to view all of the transactions and the balance of Trust Account funds associated with a particular Client or Matter, navigate to the Client or Matter's overview page and click on the Trust Account tab.
