After creating a new trust account on our law firm accounting software (using either 0 starting balance or starting balance that reflects your own money), use the Add Funds option to add funds to the newly created account. The Add Funds option will require you to select a client for whom you are adding these funds. Subsequently, CaseFox’s law firm accounting features will monitor the funds of each client and will not allow overdrawing funds for any client.
Withdraw vs Transfer Funds with legal accounting software
Use Withdraw Funds feature on our legal accounting software if money from a trust account is directly being paid to a third party. However, if you are transferring money from client trust and depositing in the firm's operating account, you may use the "Transfer Funds To Operating Account" feature. A transfer will create a withdrawal from the client's trust funds and make a deposit entry in the selected operating account. What that means for you is that you should concentrate on the legal matters at hand, knowing that your accounting functions are being taken care of smoothly with our legal accounting software
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