Docketwise enables you to maintain unlimited Trust Accounts and to track the Clients and Matters associated with the funds in each account.

In order to create a Trust Account, navigate to Settings > Bank Accounts. Then click "New Trust Account" and select "Trust" for the account type.

In order to view all of the transactions (e.g. trust transfers, trust requests, disbursements) and the balance of a particular Trust Account, navigate to Settings > Bank Accounts and select the Trust Account that you want to review.

For each transaction associated with the Trust Account, you'll see the:

In order to view all of the transactions and the balance of Trust Account funds associated with a particular Client or Matter, navigate to the Client or Matter's overview page and click on the Trust Account tab.