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Importing your trust account information
Importing your trust account information

How do I transfer IOLTA / trust / escrow account balances for my clients from my old software?

PracticePanther Help Center avatar
Written by PracticePanther Help Center
Updated over a week ago

PracticePanther has a column named Matter: TrustBalance which you can use to enter the remaining trust balance for that contact.

To schedule a meeting with our import team, click here.

โ€‹Please note: Please enter only numbers. Do not include "$".


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