PracticePanther

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 <a href="https://practicepanther.as.me/schedule.php?appointmentType=3790416" rel="nofollow noopener noreferrer" target="_blank">here</a>.

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

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

Importing your trust account information

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