- 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 Management (Retainers)
- Trust Reconciliation in Clio
Trust Management
Manage trust requests, transactions, and reconciliation.