How to download a letter to request additional trust funds?

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• 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 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 ...

• 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 transfer funds to a trust account?

  1. Log in to CaseFox. 2. In the navigation bar, click on the "Accounts" tab. 3. Select the desired trust account. 4. On the right-hand side, click the "Transfer Funds" button. 5. Enter the required details. 6. Click "Save" to complete the transfer.

• How to withdraw funds from a trust account?

  1. Log in to CaseFox. 2. In the navigation bar, click on the "Accounts" tab. 3. Select the desired trust account. 4. On the right-hand side, click the "Withdraw Funds" button. 5. Enter the necessary details. 6. Click "Save" to complete the process.