Trust Accounting

Single or Multiple Trust Accounts
CaseFox can handle multiple trust accounts. Hence, if you have multiple trust accounts with your bank(s), you can replicate those accounts in CaseFox and...
Sat, 27 Aug, 2016 at 11:37 AM
Trust Account Starting Balance
Starting balance is the money in a trust account that belongs to the attorney or the firm. In some jurisdictions, it is permissible to use your own funds (s...
Mon, 20 Feb, 2017 at 1:22 PM
Trust Balance on Invoices
By default, if invoices for a client that has a trust fund balance, will include trust fund information.  A Invoice will reflect how much money from the tru...
Mon, 20 Feb, 2017 at 1:18 PM
Accounting Advance Payment Without Using Trust Accounting
Suppose you receive advance payment that cannot be characterized as trust fund.  For example,  you provided paid consultation, valued $150, but offered to gi...
Sat, 27 Aug, 2016 at 11:37 AM
Deleting Trust Account Entries
Consider trust transaction listing in CaseFox a  replication of the bank transactions in the corresponding bank account.  We recommend that you add or withd...
Mon, 20 Feb, 2017 at 1:21 PM
Paying Invoice From Trust Account
An invoice can be paid directly from a trust account.  Under Invoices tab, in the listing on invoices for a case or a client, click on the green dollar sign ...
Sat, 27 Aug, 2016 at 11:37 AM
Maintaining Firm's Operating Accounts
Trust fund account management functionality may also be used to maintain firm's operating accounts. For easy identification, name the account as "Op...
Sat, 27 Aug, 2016 at 11:37 AM
CLIENT'S MIN TRUST BALANCE AND DEMAND FOR REPLENISHMENT
Suppose your attorney-client fee agreement requires a client to maintain a certain minimum balance in trust. Click on "Clients" tab, select the cli...
Sat, 27 Aug, 2016 at 11:37 AM
Exporting All Accounting Data
Transactions in each configured account as well as transactions for different clients may be exported into Excel by clicking on "Accounts" tab and ...
Sat, 27 Aug, 2016 at 11:37 AM
BULK PAY INVOICES FROM TRUST
In addition to usual "pay one invoice at a time from trust funds" feature, a one click bulk pay invoices from trust funds is provided. Click on the...
Sat, 27 Aug, 2016 at 11:37 AM