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

Create a Trust 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.

View a Trust Account's Transactions and Balance

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:

  • Transaction date

  • Client

  • Matter

  • Type, and

  • Amount

Client or Matter Trust Account Funds

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.

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