How can I request additional trust funds?
Go to Accounts in the top navigation.
Click Trust Requests.
Select + Add Trust Request on the right side.
Enter details such as Client, Matter, Requested Amount, and Due Date.
Click Save to create the request.
Or Matter
1. Open your Matter.
2. Go to the Trust Requests tab.
3. Click + Add Trust Request.
4. Enter the amount and select the dates.
5. Click Save.
Note - This Trust request is also visible to your client portal.
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