Trust Accounting
Manage trust accounts in Smokeball.
- Set up Trust Payment Requests for Approval (Payment Requisitions)
- Deposit trust funds for multiple matters
- Transfer funds from one Trust Account to another in the same matter
- Generate a trust ledger for all matters
- Managing multiple trust accounts
- Record a Trust Payment
- Record a trust payment to PEXA
- Refund trust amounts to a client
- Request a Trust Deposit from your client
- Set up an evergreen retainer
- Reverse a trust transaction
- Create bulk Trust to Office transfers
- Deposit funds in a trust account
- Transfer Funds Between Matters
- Create a Trust Deposit Slip
- Managing protected trust funds
- Generate a Proof of Trust Payment
- Managing Statutory Deposits
- Print a Trust Receipt
- Manage Controlled Money Accounts
- Billing Guide for Start-up Law Firms