How to add multiple clients under a single IOLTA account? - CaseFox

How to add multiple clients under a single IOLTA account?

With CaseFox you can easily add multiple clients under a single trust account; by just few steps mentioned below:

1. Log in to CaseFox
2. In the navigation bar, click on the "Accounts" tab.
3. Select the desired trust account.
4. Click on the "Add Funds" button, then choose "Funds Received from/for Client" from the dropdown menu.
5. Click "Save" to complete the process.




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