- Client Funds Account Compliance
- Create Client Funds Requests
- Protect Client Funds
- Manage Client Funds Requests
- Approve and Send Client Funds Requests
- Record Payments on Client Funds Requests
- Record Client Funds Transactions
- Manage Trust Deposits
- Void Client Funds Cheque Payments
- Release Client Funds
- Set Up Evergreen Management (Retainers)
- Client Funds Reconciliation in Clio
Client Funds Management
Manage client funds requests, transactions, and reconciliation