Manage multiple trusts and operating accounts easily.
Easily manage multiple trust accounts and save your time and efforts by maintaining a
single ledger for all the entries. Bulk pay invoices from trust funds.
Bulk pay invoices from trust accounts
In addition to usual “pay one invoice at a time from trust funds” feature, a one-click bulk pay invoices from trust funds is provided. This feature must be used after carefully verifying all invoices because once executed, the entries cannot be automatically rolled back.
Manage multiple trust accounts and operating accounts
Manage multiple trusts and operating accounts conveniently. If you have multiple trust accounts with your bank, you can mimic those accounts in CaseFox. Every time you withdraw money from a trust account at the bank, make the same entry in CaseFox. This way you will not need to maintain a separate ledger for trust account transactions. Alternatively, you may also create just one trust account in our trust accounting software.
Add and withdraw funds vs transfer funds to operating accounts
In operating accounts, funds can be added and withdrawn by your law firm. You can use the “Transfer Funds To Operating Account” feature for transferring money from a client's trust account to your firm’s operating account.