How to add trust funds under clients? - CaseFox | Legal Client Management

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."