How to add trust funds under clients?
1. Log in to CaseFox.
2. In the navigation bar, click on the "Clients" tab.
3. Select the client to whom you want to add trust funds.
4. Navigate to the "Trust Transactions" tab.
5. On the right side, click on the "Add Funds" button.
6. Fill in the required details and click on "Save."
Related Articles
How to withdraw trust funds?
Login CaseFox -> Dashboard -> Clients -> Trust Transactions -> Add Funds -> Details -> Save 1. Login to CaseFox. 2. Go to the dashboard, to the left corner you will find the sidebar. 3. Click on Clients from the sidebar. 4. Go to the sub-tab trust ...
How to add funds to a trust account?
With CaseFox you can delete a trust account transaction; with just a few steps mentioned below: 1. Log in to CaseFox. 2. In the navigation bar, click on the "Accounts" tab. 3. Select the trust account you wish to add funds to. 4. Click the "Add ...
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 ...
How to add a trust account?
With CaseFox you can quickly add a trust account with just a few steps mentioned below 1. Log in to CaseFox. 2. In the navigation bar, click on the "Accounts" tab. 3. Click the "Add Account" button on the right side. 4. Fill in the account details. ...
How to print checks for trust funds?
Login CaseFox -> Dashboard -> Clients -> Trust Transactions -> Print Check 1. Login to CaseFox. 2. Go to the dashboard, to the left corner you will find the sidebar. 3. Click on Clients from the sidebar. 4. Go to the sub tab trust transaction, a list ...