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Trust Management

Trust Management

Manage trust requests, transactions, and reconciliation.

Create Trust Requests
Protect Client Trust Funds
Manage Trust Requests
Approve and Send Trust Requests
Record Payments on Trust Requests
Record Trust Transactions
Refund Trust Funds
Disburse Trust Funds
Manage Trust Administration Fee
Set Up Evergreen Trust (Retainers)
Trust Reconciliation in Clio

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