PracticePanther

Generating a report listing the trust / escrow and operating account balances by matter.

How do I see the operating or trust account balances by matter?

Adding a retainer payment into the IOLTA/ Trust or Operating accounts.

Printing trust ledger reports by contact and or matter.

Applying an existing credit, trust balance, or retainer to pay off your outstanding invoices.

Applying a retainer payment to your new invoice.

Transferring money from your bank to trust or operating each week/ month.

Making your Trust and Operating account ledger on your invoices, visible.

Paying out expenses using the trust on behalf of your client.

Send your client a request payment into the IOLTA/Trust Account.

Refunding credit to client from their trust, or retainer account.

View your IOLTA Trust / escrow account balances by contact or matter for a certain day.

Find answers and get help from Intercom Support and Community Experts

Track the progress of all tickets related to your company.

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