Trust / Client Accounting
How To Create A Trust / Client Account Transaction?
Overview Matters.Cloud empowers both legal professionals and administrative staff to seamlessly navigate the intricacies of trust and client account transactions. This article serves as a guide, offering step-by-step instructions and best practices, ...
Trust/Client Account Management Overview
Overview Law firms are required to operate under guidance from a local authority/bar association in most jurisdictions. As a general principle this requires that law firms deposit funds into a specific account that is separate from a lawyers own ...
Law Society Of Alberta - Trust Safety Accounting Upload
Overview This document provides information on how to generate the Law Society Of Alberta Trust Report(s). This report pulls in all the transaction and balance information from your Matters.Cloud trust account, which can be used to verify compliance ...
Will Recording a Payment From Trust/Client Account Move The Money In My Bank Account?
Overview No, recording a payment from Trust/Client Account in Matters.Cloud will not move funds in your bank account. Additional Information When recording Trust/Client Account transactions within Matters.Cloud for example applying a credit / debit ...